Western Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33,432
| Closed | -$244K | – | 719 |
|
|
2022
Q3 | $244K | Buy |
33,432
+5,611
| +20% | +$41K | 0.01% | 695 |
|
|
2022
Q2 | $302K | Sell |
27,821
-203
| -0.7% | -$2.2K | 0.02% | 609 |
|
|
2022
Q1 | $316K | Buy |
28,024
+12,642
| +82% | +$143K | 0.02% | 659 |
|
|
2021
Q4 | $191K | Buy |
+15,382
| New | +$191K | 0.02% | 583 |
|
|
2021
Q2 | $199K | Sell |
14,750
-1,450
| -9% | -$19.6K | 0.02% | 609 |
|
|
2021
Q1 | $216K | Sell |
16,200
-634
| -4% | -$8.45K | 0.03% | 484 |
|
|
2020
Q4 | $164K | Sell |
16,834
-10
| -0.1% | -$97 | 0.02% | 458 |
|
|
2020
Q3 | $170K | Buy |
16,844
+1,281
| +8% | +$12.9K | 0.03% | 420 |
|
|
2020
Q2 | $156K | Buy |
15,563
+552
| +4% | +$5.53K | 0.03% | 402 |
|
|
2020
Q1 | $144K | Buy |
15,011
+4,805
| +47% | +$46.1K | 0.03% | 357 |
|
|
2019
Q4 | $135K | Buy |
10,206
+10
| +0.1% | +$132 | 0.02% | 396 |
|
|
2019
Q3 | $127K | Sell |
10,196
-20,094
| -66% | -$250K | 0.03% | 384 |
|
|
2019
Q2 | $412K | Buy |
+30,290
| New | +$412K | 0.05% | 254 |
|