Bedel Financial Consulting’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-847
| Closed | -$83K | – | 576 |
|
|
2022
Q1 | $83K | Hold |
847
| – | – | 0.03% | 305 |
|
|
2021
Q4 | $90K | Hold |
847
| – | – | 0.03% | 300 |
|
|
2021
Q3 | $71K | Hold |
847
| – | – | 0.02% | 330 |
|
|
2021
Q2 | $69K | Buy |
847
+300
| +55% | +$24.4K | 0.02% | 335 |
|
|
2021
Q1 | $50K | Buy |
547
+500
| +1,064% | +$45.7K | 0.02% | 361 |
|
|
2020
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 637 |
|
|
2019
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 612 |
|
|
2019
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 621 |
|
|
2019
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 618 |
|