JFS Wealth Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33K | Sell |
35
-5
| -13% | -$475 | ﹤0.01% | 1231 |
|
|
2025
Q1 | $2.49K | Hold |
40
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q4 | $3.36K | Hold |
40
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q3 | $2.54K | Buy |
40
+1
| +3% | +$63 | ﹤0.01% | 1388 |
|
|
2024
Q2 | $1.99K | Hold |
39
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q1 | $1.85K | Buy |
39
+32
| +457% | +$1.52K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $367 | Sell |
7
-42
| -86% | -$2.2K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $2.21K | Buy |
49
+10
| +26% | +$452 | ﹤0.01% | 1319 |
|
|
2023
Q2 | $2.21K | Buy |
39
+20
| +105% | +$1.14K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $1.03K | Sell |
19
-21
| -53% | -$1.14K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $2.09K | Buy |
40
+22
| +122% | +$1.15K | ﹤0.01% | 1352 |
|
|
2022
Q3 | $1K | Sell |
18
-51
| -74% | -$2.83K | ﹤0.01% | 1583 |
|
|
2022
Q2 | $5K | Buy |
69
+21
| +44% | +$1.52K | ﹤0.01% | 990 |
|
|
2022
Q1 | $5K | Sell |
48
-1
| -2% | -$104 | ﹤0.01% | 1043 |
|
|
2021
Q4 | $5K | Buy |
49
+19
| +63% | +$1.94K | ﹤0.01% | 799 |
|
|
2021
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 750 |
|