WP
WMS Partners’s Lumen LUMN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-21,042
| Closed | -$153K | – | 284 |
|
2022
Q3 | $153K | Buy |
+21,042
| New | +$153K | 0.02% | 241 |
|
2018
Q4 | – | Sell |
-14,684
| Closed | -$311K | – | 202 |
|
2018
Q3 | $311K | Sell |
14,684
-18,500
| -56% | -$392K | 0.03% | 159 |
|
2018
Q2 | $619K | Sell |
33,184
-2,800
| -8% | -$52.2K | 0.07% | 104 |
|
2018
Q1 | $591K | Buy |
35,984
+180
| +0.5% | +$2.96K | 0.07% | 103 |
|
2017
Q4 | $597K | Buy |
+35,804
| New | +$597K | 0.07% | 109 |
|