Global Wealth Management Investment Advisory’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52
| Closed | -$4K | – | 544 |
|
|
2020
Q2 | $4K | Buy |
52
+2
| +4% | +$154 | ﹤0.01% | 452 |
|
|
2020
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 457 |
|
|
2019
Q3 | $3K | Sell |
50
-13
| -21% | -$780 | ﹤0.01% | 463 |
|
|
2019
Q2 | $3K | Sell |
63
-2
| -3% | -$95 | ﹤0.01% | 501 |
|
|
2019
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 539 |
|