Zeke Capital Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-36,241
| Closed | -$479K | – | 400 |
|
2019
Q4 | $479K | Sell |
36,241
-17,528
| -33% | -$232K | 0.04% | 387 |
|
2019
Q3 | $671K | Buy |
53,769
+38,732
| +258% | +$483K | 0.06% | 293 |
|
2019
Q2 | $177K | Buy |
15,037
+981
| +7% | +$11.5K | 0.02% | 550 |
|
2019
Q1 | $169K | Sell |
14,056
-5,489
| -28% | -$66K | 0.02% | 550 |
|
2018
Q4 | $296K | Sell |
19,545
-57,298
| -75% | -$868K | 0.03% | 438 |
|
2018
Q3 | $1.63M | Buy |
76,843
+17,533
| +30% | +$372K | 0.13% | 136 |
|
2018
Q2 | $1.11M | Buy |
59,310
+24,058
| +68% | +$449K | 0.1% | 168 |
|
2018
Q1 | $579K | Buy |
+35,252
| New | +$579K | 0.05% | 302 |
|
2017
Q4 | – | Sell |
-27,272
| Closed | -$515K | – | 595 |
|
2017
Q3 | $515K | Buy |
+27,272
| New | +$515K | 0.07% | 218 |
|