Winthrop Partners - WNY’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $499K | Hold |
40,000
| – | – | 0.34% | 71 |
|
|
2019
Q2 | $470K | Hold |
40,000
| – | – | 0.35% | 69 |
|
|
2019
Q1 | $495K | Buy |
40,000
+2,000
| +5% | +$24.7K | 0.39% | 67 |
|
|
2018
Q4 | $576K | Buy |
38,000
+5,000
| +15% | +$75.8K | 0.54% | 55 |
|
|
2018
Q3 | $700K | Buy |
33,000
+1,000
| +3% | +$21.2K | 0.57% | 56 |
|
|
2018
Q2 | $596K | Sell |
32,000
-117
| -0.4% | -$2.18K | 0.5% | 61 |
|
|
2018
Q1 | $556K | Hold |
32,117
| – | – | 0.43% | 63 |
|
|
2017
Q4 | $576K | Buy |
+32,117
| New | +$576K | 0.47% | 67 |
|