Mount Yale Investment Advisors’s Lumentum LITE Stock Holding History

Mount Yale Investment Advisors’s Portfolio LITE Stock Details LITE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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