WLPWM
Walled Lake Planning & Wealth Management’s Lumentum LITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,350
| Closed | -$113K | – | 221 |
|
|
2021
Q3 | $113K | Hold |
1,350
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $111K | Hold |
1,350
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $123K | Hold |
1,350
| – | – | 0.09% | 97 |
|
|
2020
Q4 | $128K | Hold |
1,350
| – | – | 0.1% | 88 |
|
|
2020
Q3 | $101K | Hold |
1,350
| – | – | 0.08% | 95 |
|
|
2020
Q2 | $110K | Hold |
1,350
| – | – | 0.09% | 88 |
|
|
2020
Q1 | $99K | Hold |
1,350
| – | – | 0.09% | 85 |
|
|
2019
Q4 | $107K | Buy |
+1,350
| New | +$107K | 0.08% | 89 |
|