WEC
Winslow Evans & Crocker’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $361K | Sell |
37,029
-2,231
| -6% | -$21.8K | 0.07% | 234 |
|
|
2020
Q3 | $396K | Sell |
39,260
-248
| -0.6% | -$2.5K | 0.1% | 196 |
|
|
2020
Q2 | $397K | Buy |
39,508
+12,280
| +45% | +$123K | 0.11% | 189 |
|
|
2020
Q1 | $258K | Buy |
27,228
+1,160
| +4% | +$11K | 0.09% | 217 |
|
|
2019
Q4 | $346K | Buy |
26,068
+724
| +3% | +$9.61K | 0.09% | 222 |
|
|
2019
Q3 | $318K | Buy |
25,344
+4,314
| +21% | +$54.1K | 0.09% | 233 |
|
|
2019
Q2 | $248K | Sell |
21,030
-1,880
| -8% | -$22.2K | 0.07% | 260 |
|
|
2019
Q1 | $276K | Buy |
22,910
+1,700
| +8% | +$20.5K | 0.08% | 249 |
|
|
2018
Q4 | $322K | Buy |
21,210
+456
| +2% | +$6.92K | 0.11% | 193 |
|
|
2018
Q3 | $440K | Sell |
20,754
-1,010
| -5% | -$21.4K | 0.13% | 163 |
|
|
2018
Q2 | $406K | Buy |
21,764
+486
| +2% | +$9.07K | 0.13% | 168 |
|
|
2018
Q1 | $350K | Sell |
21,278
-200
| -0.9% | -$3.29K | 0.11% | 183 |
|
|
2017
Q4 | $358K | Buy |
21,478
+3,160
| +17% | +$52.7K | 0.12% | 185 |
|
|
2017
Q3 | $346K | Sell |
18,318
-4,224
| -19% | -$79.8K | 0.11% | 190 |
|
|
2017
Q2 | $537K | Buy |
22,542
+9,116
| +68% | +$217K | 0.15% | 163 |
|
|
2017
Q1 | $316K | Buy |
13,426
+6,286
| +88% | +$148K | 0.1% | 216 |
|
|
2016
Q4 | $170K | Buy |
7,140
+6,890
| +2,756% | +$164K | 0.05% | 309 |
|
|
2016
Q3 | $6.83K | Hold |
250
| – | – | ﹤0.01% | 992 |
|
|
2016
Q2 | $7.22K | Buy |
250
+1
| +0.4% | +$29 | ﹤0.01% | 958 |
|
|
2016
Q1 | $7.96K | Sell |
249
-1
| -0.4% | -$32 | ﹤0.01% | 933 |
|
|
2015
Q4 | $6.27K | Sell |
250
-116
| -32% | -$2.91K | ﹤0.01% | 1013 |
|
|
2015
Q3 | $9.17K | Buy |
366
+14
| +4% | +$351 | ﹤0.01% | 905 |
|
|
2015
Q2 | $10.3K | Hold |
352
| – | – | ﹤0.01% | 924 |
|
|
2015
Q1 | $12.2K | Sell |
352
-268
| -43% | -$9.26K | ﹤0.01% | 841 |
|
|
2014
Q4 | $24.5K | Hold |
620
| – | – | 0.01% | 681 |
|
|
2014
Q3 | $25.3K | Buy |
620
+83
| +15% | +$3.39K | 0.01% | 688 |
|
|
2014
Q2 | $19.4K | Hold |
537
| – | – | 0.01% | 682 |
|
|
2014
Q1 | $17.6K | Sell |
537
-45
| -8% | -$1.48K | 0.01% | 703 |
|
|
2013
Q4 | $19K | Buy |
+582
| New | +$19K | 0.01% | 715 |
|