NIM
Needham Investment Management’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$951K | – | 153 |
|
|
2024
Q3 | $951K | Sell |
15,000
-85,000
| -85% | -$5.39M | 0.07% | 126 |
|
|
2024
Q2 | $5.09M | Buy |
100,000
+40,000
| +67% | +$2.04M | 0.42% | 65 |
|
|
2024
Q1 | $2.84M | Buy |
60,000
+40,000
| +200% | +$1.89M | 0.26% | 86 |
|
|
2023
Q4 | $1.05M | Buy |
+20,000
| New | +$1.05M | 0.13% | 113 |
|
|
2023
Q1 | – | Sell |
-100,000
| Closed | -$5.22M | – | 122 |
|
|
2022
Q4 | $5.22M | Buy |
+100,000
| New | +$5.22M | 0.94% | 35 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$418K | – | 123 |
|
|
2021
Q3 | $418K | Hold |
5,000
| – | – | 0.06% | 111 |
|
|
2021
Q2 | $410K | Sell |
5,000
-23,750
| -83% | -$1.95M | 0.06% | 110 |
|
|
2021
Q1 | $2.63M | Buy |
+28,750
| New | +$2.63M | 0.36% | 67 |
|