Bartlett & Co Wealth Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-675
| Closed | -$34.4K | – | 1147 |
|
|
2024
Q2 | $34.4K | Sell |
675
-200
| -23% | -$10.2K | ﹤0.01% | 729 |
|
|
2024
Q1 | $41.4K | Sell |
875
-360
| -29% | -$17K | ﹤0.01% | 693 |
|
|
2023
Q4 | $65.8K | Hold |
1,235
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $55.8K | Hold |
1,235
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $70.1K | Buy |
+1,235
| New | +$70.1K | ﹤0.01% | 603 |
|