Valeo Financial Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-125
| Closed | -$11K | – | 1155 |
|
|
2021
Q1 | $11K | Hold |
125
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q3 | $9K | Sell |
125
-8
| -6% | -$576 | ﹤0.01% | 1066 |
|
|
2020
Q2 | $11K | Buy |
+133
| New | +$11K | ﹤0.01% | 1184 |
|
|
2018
Q2 | – | Sell |
-108
| Closed | -$7K | – | 1692 |
|
|
2018
Q1 | $7K | Hold |
108
| – | – | ﹤0.01% | 1026 |
|
|
2017
Q4 | $5K | Hold |
108
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q3 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 825 |
|