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West Oak Capital’s Lumen LUMN Stock Holding History

West Oak Capital’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-485
Closed -$6K – 315
2019
Q2 		$6K Buy
+485
New +$5.46K ﹤0.01% 267
2015
Q3 		– Sell
-75
Closed -$2.2K – 305
2015
Q2 		$2.2K Hold
75
– – ﹤0.01% 266
2015
Q1 		$2.59K Hold
75
– – ﹤0.01% 258
2014
Q4 		$2.97K Hold
75
– – ﹤0.01% 259
2014
Q3 		$3.07K Hold
75
– – ﹤0.01% 252
2014
Q2 		$2.71K Hold
75
– – ﹤0.01% 254
2014
Q1 		$2.46K Sell
75
-51
-40% -$1.56K ﹤0.01% 252
2013
Q4 		$4.01K Hold
126
– – ﹤0.01% 239
2013
Q3 		$3.95K Hold
126
– – ﹤0.01% 236
2013
Q2 		$4.45K Buy
+126
New +$4.58K ﹤0.01% 229

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Bank of New York Mellon
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