BerganKDV Wealth Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15
Closed -$811 988
2023
Q1
$811 Hold
15
﹤0.01% 928
2022
Q4
$783 Buy
+15
New +$783 ﹤0.01% 907