Crewe Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$136 | – | 580 |
|
|
2023
Q3 | $136 | Buy |
3
+1
| +50% | +$45 | ﹤0.01% | 495 |
|
|
2023
Q2 | $114 | Buy |
+2
| New | +$114 | ﹤0.01% | 855 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$157 | – | 948 |
|
|
2022
Q4 | $157 | Buy |
+3
| New | +$157 | ﹤0.01% | 1005 |
|
|
2021
Q3 | – | Sell |
-59
| Closed | -$5K | – | 435 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $6K | Buy |
59
+40
| +211% | +$4.07K | ﹤0.01% | 336 |
|
|
2020
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 591 |
|