WR Wealth Planners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 1104 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1 | – | 1136 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 1141 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1171 |
|
|
2023
Q4 | – | Sell |
-1,639
| Closed | -$2.33K | – | 574 |
|
|
2023
Q3 | $2.33K | Hold |
1,639
| – | – | ﹤0.01% | 760 |
|
|
2023
Q2 | $3.7K | Hold |
1,639
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $4.34K | Buy |
1,639
+500
| +44% | +$1.33K | ﹤0.01% | 698 |
|
|
2022
Q4 | $5.94K | Sell |
1,139
-1,108
| -49% | -$5.78K | ﹤0.01% | 313 |
|
|
2022
Q3 | $16.4K | Buy |
2,247
+55
| +3% | +$400 | 0.01% | 219 |
|
|
2022
Q2 | $23.9K | Buy |
2,192
+47
| +2% | +$513 | 0.02% | 212 |
|
|
2022
Q1 | $24.2K | Buy |
+2,145
| New | +$24.2K | 0.01% | 210 |
|