Mount Yale Investment 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 | $263K | Buy |
+2,771
| New | +$263K | 0.02% | 492 |
|
|
2025
Q1 | – | Sell |
-3,803
| Closed | -$319K | – | 555 |
|
|
2024
Q4 | $319K | Buy |
3,803
+66
| +2% | +$5.54K | 0.03% | 426 |
|
|
2024
Q3 | $237K | Buy |
+3,737
| New | +$237K | 0.02% | 491 |
|
|
2018
Q4 | – | Sell |
-2,330
| Closed | -$133K | – | 559 |
|
|
2018
Q3 | $133K | Buy |
2,330
+160
| +7% | +$9.13K | 0.02% | 358 |
|
|
2018
Q2 | $126K | Buy |
2,170
+267
| +14% | +$15.5K | 0.02% | 391 |
|
|
2018
Q1 | $121K | Buy |
+1,903
| New | +$121K | 0.03% | 395 |
|