Schechter Investment Advisors’s Lumentum LITE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,896
Closed -$230K 971
2022
Q2
$230K Sell
2,896
-112
-4% -$8.9K 0.02% 801
2022
Q1
$294K Buy
3,008
+4
+0.1% +$391 0.03% 716
2021
Q4
$317K Buy
+3,004
New +$317K 0.03% 661