Carson Wealth (CWM LLC)’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
1,088
-54
| -5% | -$5.11K | ﹤0.01% | 2692 |
|
|
2025
Q1 | $71K | Buy |
1,142
+114
| +11% | +$7.09K | ﹤0.01% | 2694 |
|
|
2024
Q4 | $86K | Buy |
1,028
+467
| +83% | +$39.1K | ﹤0.01% | 2387 |
|
|
2024
Q3 | $36K | Buy |
561
+304
| +118% | +$19.5K | ﹤0.01% | 2950 |
|
|
2024
Q2 | $13K | Sell |
257
-93
| -27% | -$4.7K | ﹤0.01% | 3392 |
|
|
2024
Q1 | $17K | Buy |
350
+15
| +4% | +$729 | ﹤0.01% | 3014 |
|
|
2023
Q4 | $18K | Sell |
335
-395
| -54% | -$21.2K | ﹤0.01% | 2837 |
|
|
2023
Q3 | $33K | Sell |
730
-3
| -0.4% | -$136 | ﹤0.01% | 2344 |
|
|
2023
Q2 | $42K | Sell |
733
-4
| -0.5% | -$229 | ﹤0.01% | 2104 |
|
|
2023
Q1 | $40K | Sell |
737
-343
| -32% | -$18.6K | ﹤0.01% | 2029 |
|
|
2022
Q4 | $56K | Buy |
1,080
+638
| +144% | +$33.1K | ﹤0.01% | 1674 |
|
|
2022
Q3 | $30K | Sell |
442
-181
| -29% | -$12.3K | ﹤0.01% | 1959 |
|
|
2022
Q2 | $49K | Buy |
623
+404
| +184% | +$31.8K | ﹤0.01% | 1640 |
|
|
2022
Q1 | $21K | Buy |
219
+5
| +2% | +$479 | ﹤0.01% | 2052 |
|
|
2021
Q4 | $23K | Buy |
+214
| New | +$23K | ﹤0.01% | 1920 |
|
|
2021
Q2 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2021
Q1 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2020
Q4 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2020
Q3 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2020
Q2 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2020
Q1 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q4 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q3 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q2 | $17K | Hold |
203
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q1 | $17K | Buy |
203
+105
| +107% | +$8.79K | ﹤0.01% | 1866 |
|
|
2018
Q4 | $4K | Sell |
98
-2
| -2% | -$82 | ﹤0.01% | 1592 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1290 |
|
|
2018
Q2 | $6K | Buy |
100
+98
| +4,900% | +$5.88K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1483 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1522 |
|