BDO 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 |
-8
| Closed | -$417 | – | 1080 |
|
|
2022
Q4 | $417 | Hold |
8
| – | – | ﹤0.01% | 962 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 983 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 988 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1030 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$6K | – | 787 |
|
|
2019
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 464 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$23K | – | 655 |
|
|
2019
Q1 | $23K | Buy |
+400
| New | +$23K | 0.01% | 359 |
|