180 Wealth Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,898
| Closed | -$593K | – | 378 |
|
2022
Q4 | $593K | Buy |
9,898
+5,564
| +128% | +$333K | 0.14% | 161 |
|
2022
Q3 | $297K | Sell |
4,334
-97
| -2% | -$6.65K | 0.08% | 245 |
|
2022
Q2 | $345K | Sell |
4,431
-361
| -8% | -$28.1K | 0.09% | 223 |
|
2022
Q1 | $417K | Sell |
4,792
-201
| -4% | -$17.5K | 0.09% | 208 |
|
2021
Q4 | $487K | Buy |
4,993
+822
| +20% | +$80.2K | 0.11% | 179 |
|
2021
Q3 | $355K | Buy |
4,171
+229
| +6% | +$19.5K | 0.08% | 249 |
|
2021
Q2 | $315K | Buy |
+3,942
| New | +$315K | 0.07% | 264 |
|