Wealthcare Advisory Partners’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 |
-787
| Closed | -$72K | – | 1282 |
|
2021
Q1 | $72K | Buy |
+787
| New | +$72K | 0.01% | 768 |
|
2020
Q2 | – | Sell |
-187
| Closed | -$14K | – | 913 |
|
2020
Q1 | $14K | Buy |
187
+81
| +76% | +$6.06K | ﹤0.01% | 827 |
|
2019
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 1005 |
|
2019
Q3 | $6K | Sell |
106
-41
| -28% | -$2.32K | ﹤0.01% | 1033 |
|
2019
Q2 | $8K | Hold |
147
| – | – | ﹤0.01% | 961 |
|
2019
Q1 | $8K | Hold |
147
| – | – | ﹤0.01% | 869 |
|
2018
Q4 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 891 |
|