Envestnet Portfolio Solutions’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 |
-4,383
| Closed | -$368K | – | 1692 |
|
|
2024
Q4 | $368K | Buy |
4,383
+556
| +15% | +$46.7K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $243K | Sell |
3,827
-7,997
| -68% | -$507K | ﹤0.01% | 1548 |
|
|
2024
Q2 | $602K | Buy |
11,824
+2,762
| +30% | +$141K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $429K | Buy |
9,062
+901
| +11% | +$42.7K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $428K | Sell |
8,161
-372
| -4% | -$19.5K | ﹤0.01% | 1113 |
|
|
2023
Q3 | $386K | Buy |
+8,533
| New | +$386K | ﹤0.01% | 1101 |
|