Summit Trail 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 | $558K | Buy |
+5,872
| New | +$558K | 0.01% | 697 |
|
|
2018
Q3 | – | Sell |
-2,740
| Closed | -$159K | – | 379 |
|
|
2018
Q2 | $159K | Buy |
+2,740
| New | +$159K | 0.06% | 157 |
|
|
2018
Q1 | – | Sell |
-3,239
| Closed | -$150K | – | 1133 |
|
|
2017
Q4 | $150K | Buy |
+3,239
| New | +$150K | 0.02% | 516 |
|