EverSource Wealth Advisors’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42K | Buy |
36
+27
| +300% | +$2.57K | ﹤0.01% | 3300 |
|
|
2025
Q1 | $561 | Sell |
9
-1
| -10% | -$62 | ﹤0.01% | 3414 |
|
|
2024
Q4 | $840 | Buy |
+10
| New | +$840 | ﹤0.01% | 3023 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$175 | – | 3112 |
|
|
2024
Q1 | $175 | Buy |
+4
| New | +$175 | ﹤0.01% | 2805 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$1.08K | – | 2703 |
|
|
2023
Q3 | $1.08K | Sell |
24
-6
| -20% | -$271 | ﹤0.01% | 2172 |
|
|
2023
Q2 | $1.7K | Sell |
30
-177
| -86% | -$10K | ﹤0.01% | 2072 |
|
|
2023
Q1 | $11.2K | Hold |
207
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q4 | $10.8K | Buy |
+207
| New | +$10.8K | ﹤0.01% | 1304 |
|
|
2022
Q2 | – | Sell |
-95
| Closed | -$9K | – | 1814 |
|
|
2022
Q1 | $9K | Hold |
95
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q4 | $10K | Buy |
+95
| New | +$10K | ﹤0.01% | 965 |
|