EFS
Essex Financial Services’s Lumentum LITE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,271
| Closed | -$222K | – | 503 |
|
2022
Q1 | $222K | Hold |
2,271
| – | – | 0.02% | 444 |
|
2021
Q4 | $240K | Buy |
+2,271
| New | +$240K | 0.02% | 421 |
|
2021
Q2 | – | Sell |
-2,650
| Closed | -$242K | – | 467 |
|
2021
Q1 | $242K | Buy |
+2,650
| New | +$242K | 0.04% | 306 |
|