Wealth Enhancement Advisory Services’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $869K | Buy |
9,372
+1,156
| +14% | +$107K | ﹤0.01% | 1826 |
|
2025
Q1 | $512K | Buy |
8,216
+546
| +7% | +$34K | ﹤0.01% | 2043 |
|
2024
Q4 | $644K | Buy |
7,670
+262
| +4% | +$22K | ﹤0.01% | 1792 |
|
2024
Q3 | $470K | Sell |
7,408
-258
| -3% | -$16.4K | ﹤0.01% | 1851 |
|
2024
Q2 | $390K | Sell |
7,666
-207
| -3% | -$10.5K | ﹤0.01% | 1803 |
|
2024
Q1 | $373K | Buy |
7,873
+25
| +0.3% | +$1.18K | ﹤0.01% | 1768 |
|
2023
Q4 | $411K | Buy |
7,848
+1,758
| +29% | +$92.2K | ﹤0.01% | 1628 |
|
2023
Q3 | $275K | Buy |
+6,090
| New | +$275K | ﹤0.01% | 1784 |
|