WFG Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.99M | Buy |
83,369
+12,913
| +18% | +$308K | 0.45% | 54 |
|
|
2017
Q1 | $1.66M | Sell |
70,456
-12,937
| -16% | -$305K | 0.44% | 52 |
|
|
2016
Q4 | $1.98M | Sell |
83,393
-1,854
| -2% | -$44.1K | 0.49% | 47 |
|
|
2016
Q3 | $2.34M | Sell |
85,247
-2,091
| -2% | -$57.3K | 0.58% | 32 |
|
|
2016
Q2 | $2.53M | Sell |
87,338
-7,872
| -8% | -$228K | 0.68% | 25 |
|
|
2016
Q1 | $3.04M | Sell |
95,210
-7,458
| -7% | -$238K | 0.88% | 18 |
|
|
2015
Q4 | $2.58M | Sell |
102,668
-1,941
| -2% | -$48.8K | 0.77% | 22 |
|
|
2015
Q3 | $2.63M | Buy |
104,609
+12,628
| +14% | +$317K | 0.82% | 22 |
|
|
2015
Q2 | $2.7M | Buy |
91,981
+32,942
| +56% | +$968K | 0.74% | 23 |
|
|
2015
Q1 | $2.04M | Buy |
59,039
+5,558
| +10% | +$192K | 0.57% | 30 |
|
|
2014
Q4 | $2.12M | Sell |
53,481
-399
| -0.7% | -$15.8K | 0.43% | 40 |
|
|
2014
Q3 | $2.2M | Hold |
53,880
| – | – | 0.42% | 38 |
|
|
2014
Q2 | $1.95M | Sell |
53,880
-1,679
| -3% | -$60.8K | 0.36% | 54 |
|
|
2014
Q1 | $1.83M | Buy |
55,559
+6,951
| +14% | +$228K | 0.37% | 45 |
|
|
2013
Q4 | $1.55M | Buy |
48,608
+9,756
| +25% | +$311K | 0.22% | 113 |
|
|
2013
Q3 | $1.22M | Buy |
38,852
+22,863
| +143% | +$717K | 0.19% | 137 |
|
|
2013
Q2 | $565K | Buy |
+15,989
| New | +$565K | 0.09% | 241 |
|