Berman Capital Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Buy |
247
+152
| +160% | +$12.3K | ﹤0.01% | 985 |
|
|
2021
Q2 | $7K | Buy |
95
+5
| +6% | +$368 | ﹤0.01% | 1243 |
|
|
2021
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 969 |
|
|
2020
Q2 | $7K | Sell |
90
-9
| -9% | -$700 | ﹤0.01% | 884 |
|
|
2020
Q1 | $7K | Buy |
99
+25
| +34% | +$1.77K | ﹤0.01% | 780 |
|
|
2019
Q4 | $5K | Sell |
74
-22
| -23% | -$1.49K | ﹤0.01% | 980 |
|
|
2019
Q3 | $5K | Buy |
96
+22
| +30% | +$1.15K | ﹤0.01% | 947 |
|
|
2019
Q2 | $3K | Buy |
74
+2
| +3% | +$81 | ﹤0.01% | 1102 |
|
|
2019
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 923 |
|