Spire Wealth Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-56
| Closed | -$2.85K | – | 2226 |
|
2024
Q2 | $2.85K | Buy |
56
+3
| +6% | +$153 | ﹤0.01% | 1943 |
|
2024
Q1 | $2.51K | Hold |
53
| – | – | ﹤0.01% | 2049 |
|
2023
Q4 | $2.85K | Hold |
53
| – | – | ﹤0.01% | 2076 |
|
2023
Q3 | $2.4K | Hold |
53
| – | – | ﹤0.01% | 2100 |
|
2023
Q2 | $3.01K | Sell |
53
-10
| -16% | -$567 | ﹤0.01% | 2117 |
|
2023
Q1 | $3.4K | Buy |
63
+45
| +250% | +$2.43K | ﹤0.01% | 2131 |
|
2022
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2206 |
|
2022
Q3 | – | Sell |
-88
| Closed | -$7K | – | 2425 |
|
2022
Q2 | $7K | Sell |
88
-554
| -86% | -$44.1K | ﹤0.01% | 2032 |
|
2022
Q1 | $63K | Sell |
642
-865
| -57% | -$84.9K | ﹤0.01% | 1354 |
|
2021
Q4 | $159K | Buy |
1,507
+1,025
| +213% | +$108K | ﹤0.01% | 1199 |
|
2021
Q3 | $40K | Buy |
482
+75
| +18% | +$6.22K | ﹤0.01% | 1571 |
|
2021
Q2 | $33K | Sell |
407
-888
| -69% | -$72K | ﹤0.01% | 1656 |
|
2021
Q1 | $119K | Buy |
+1,295
| New | +$119K | ﹤0.01% | 1317 |
|