MinichMacGregor Wealth Management’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-292
| Closed | -$15.2K | – | 389 |
|
|
2022
Q4 | $15.2K | Buy |
+292
| New | +$15.2K | 0.01% | 364 |
|
|
2018
Q4 | – | Sell |
-219
| Closed | -$13K | – | 320 |
|
|
2018
Q3 | $13K | Hold |
219
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $12K | Hold |
219
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $13K | Buy |
219
+83
| +61% | +$4.93K | 0.01% | 267 |
|
|
2017
Q4 | $6K | Buy |
136
+111
| +444% | +$4.9K | ﹤0.01% | 352 |
|
|
2017
Q3 | $1K | Sell |
25
-105
| -81% | -$4.2K | ﹤0.01% | 442 |
|
|
2017
Q2 | $7K | Sell |
130
-22
| -14% | -$1.19K | 0.01% | 319 |
|
|
2017
Q1 | $8K | Buy |
152
+127
| +508% | +$6.68K | 0.01% | 309 |
|
|
2016
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 485 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 420 |
|
|
2016
Q2 | $0 | Sell |
25
-25
| -50% | – | ﹤0.01% | 458 |
|
|
2016
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 388 |
|