OneDigital 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 | $310K | Buy |
+3,257
| New | +$310K | ﹤0.01% | 1145 |
|
|
2021
Q1 | – | Sell |
-97,452
| Closed | -$9.24M | – | 690 |
|
|
2020
Q4 | $9.24M | Sell |
97,452
-45
| -0% | -$4.27K | 0.48% | 42 |
|
|
2020
Q3 | $7.33M | Sell |
97,497
-333
| -0.3% | -$25K | 0.51% | 42 |
|
|
2020
Q2 | $7.97M | Buy |
97,830
+350
| +0.4% | +$28.5K | 0.57% | 37 |
|
|
2020
Q1 | $7.18M | Buy |
97,480
+82
| +0.1% | +$6.04K | 0.64% | 32 |
|
|
2019
Q4 | $7.72M | Buy |
+97,398
| New | +$7.72M | 0.61% | 34 |
|