Concord Wealth Partners’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$2.52K | – | 894 |
|
|
2024
Q4 | $2.52K | Hold |
30
| – | – | ﹤0.01% | 689 |
|
|
2024
Q3 | $1.9K | Hold |
30
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $1.53K | Hold |
30
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $1.42K | Hold |
30
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $1.57K | Hold |
30
| – | – | ﹤0.01% | 738 |
|
|
2023
Q3 | $1.36K | Hold |
30
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $1.7K | Hold |
30
| – | – | ﹤0.01% | 895 |
|
|
2023
Q1 | $1.62K | Hold |
30
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $1.57K | Buy |
+30
| New | +$1.57K | ﹤0.01% | 993 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 702 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 474 |
|