Mount Yale Investment Advisors’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
2025
Q1
Sell
2024
Q4
$319K Buy
2024
Q3
$237K Buy
2018
Q4
Sell
2018
Q3
$133K Buy
2018
Q2
$126K Buy
2018
Q1
$121K Buy