J.P. Morgan Private Wealth Advisors’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Buy |
6,010
+943
| +19% | +$42.6K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $287K | Sell |
5,067
-3,858
| -43% | -$219K | ﹤0.01% | 1256 |
|
|
2023
Q1 | $482K | Buy |
8,925
+527
| +6% | +$28.5K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $438K | Buy |
8,398
+1,250
| +17% | +$65.2K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $490K | Sell |
7,148
-1,279
| -15% | -$87.7K | ﹤0.01% | 1466 |
|
|
2022
Q2 | $669K | Buy |
8,427
+985
| +13% | +$78.2K | ﹤0.01% | 1325 |
|
|
2022
Q1 | $726K | Buy |
7,442
+4,490
| +152% | +$438K | ﹤0.01% | 1360 |
|
|
2021
Q4 | $312K | Buy |
2,952
+387
| +15% | +$40.9K | ﹤0.01% | 1734 |
|
|
2021
Q3 | $214K | Buy |
+2,565
| New | +$214K | ﹤0.01% | 1831 |
|