Circle Wealth Management’s Lumentum LITE Stock Holding History

Circle Wealth Management’s Portfolio LITE Stock Details LITE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.08M	Buy
2021 Q1	–	Sell
2020 Q4	$310K	Buy
2020 Q3	$233K	Hold
2020 Q2	$252K	Sell
2020 Q1	$383K	Sell
2019 Q4	$464K	Hold
2019 Q3	$313K	Hold
2019 Q2	$312K	Hold
2019 Q1	$331K	Buy