Clearview Wealth Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-89
| Closed | -$5.05K | – | 396 |
|
2023
Q2 | $5.05K | Hold |
89
| – | – | 0.01% | 430 |
|
2023
Q1 | $4.81K | Buy |
89
+3
| +3% | +$162 | ﹤0.01% | 432 |
|
2022
Q4 | $4.49K | Sell |
86
-48
| -36% | -$2.5K | ﹤0.01% | 407 |
|
2022
Q3 | $9K | Sell |
134
-67
| -33% | -$4.5K | 0.01% | 347 |
|
2022
Q2 | $16K | Sell |
201
-3
| -1% | -$239 | 0.01% | 302 |
|
2022
Q1 | $20K | Sell |
204
-3
| -1% | -$294 | 0.01% | 302 |
|
2021
Q4 | $22K | Sell |
207
-35
| -14% | -$3.72K | 0.01% | 322 |
|
2021
Q3 | $20K | Hold |
242
| – | – | 0.01% | 335 |
|
2021
Q2 | $20K | Buy |
242
+48
| +25% | +$3.97K | 0.01% | 341 |
|
2021
Q1 | $18K | Buy |
194
+33
| +20% | +$3.06K | 0.01% | 344 |
|
2020
Q4 | $15K | Buy |
+161
| New | +$15K | 0.01% | 330 |
|