Wilbanks Smith & Thomas Asset Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,429
| Closed | -$146K | – | 397 |
|
|
2020
Q1 | $146K | Sell |
15,429
-81,726
| -84% | -$773K | 0.01% | 348 |
|
|
2019
Q4 | $1.28M | Buy |
97,155
+28,382
| +41% | +$375K | 0.08% | 160 |
|
|
2019
Q3 | $858K | Sell |
68,773
-7,160
| -9% | -$89.3K | 0.05% | 177 |
|
|
2019
Q2 | $893K | Buy |
75,933
+5,062
| +7% | +$59.5K | 0.06% | 177 |
|
|
2019
Q1 | $850K | Buy |
+70,871
| New | +$850K | 0.05% | 182 |
|
|
2018
Q4 | – | Sell |
-3,661
| Closed | -$78K | – | 900 |
|
|
2018
Q3 | $78K | Buy |
+3,661
| New | +$78K | ﹤0.01% | 596 |
|