Wealthstreet Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,550
| Closed | -$159K | – | 346 |
|
|
2018
Q4 | $159K | Sell |
10,550
-1,400
| -12% | -$21.1K | 0.02% | 319 |
|
|
2018
Q3 | $254K | Hold |
11,950
| – | – | 0.03% | 312 |
|
|
2018
Q2 | $223K | Sell |
11,950
-1,000
| -8% | -$18.7K | 0.03% | 317 |
|
|
2018
Q1 | $213K | Buy |
12,950
+850
| +7% | +$14K | 0.03% | 321 |
|
|
2017
Q4 | $202K | Buy |
+12,100
| New | +$202K | 0.02% | 324 |
|