Sweet Financial Partners’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $405K | Buy |
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