B. Riley Wealth Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$201K | – | 449 |
|
|
2021
Q1 | $201K | Buy |
+2,200
| New | +$201K | 0.02% | 378 |
|
|
2019
Q2 | – | Sell |
-3,625
| Closed | -$205K | – | 418 |
|
|
2019
Q1 | $205K | Buy |
+3,625
| New | +$205K | 0.04% | 345 |
|
|
2018
Q4 | – | Sell |
-11,333
| Closed | -$679K | – | 378 |
|
|
2018
Q3 | $679K | Buy |
+11,333
| New | +$679K | 0.17% | 122 |
|