West Oak Capital’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-485
| Closed | -$6K | – | 315 |
|
|
2019
Q2 | $6K | Buy |
+485
| New | +$6K | ﹤0.01% | 267 |
|
|
2015
Q3 | – | Sell |
-75
| Closed | -$2.2K | – | 306 |
|
|
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 | $2.72K | Hold |
75
| – | – | ﹤0.01% | 254 |
|
|
2014
Q1 | $2.46K | Sell |
75
-51
| -40% | -$1.68K | ﹤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 | +$4.45K | ﹤0.01% | 229 |
|