WealthPLAN Partners’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$57 | – | 769 |
|
|
2023
Q2 | $57 | Hold |
1
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q1 | $54 | Buy |
+1
| New | +$54 | ﹤0.01% | 1303 |
|
|
2016
Q3 | $548 | Sell |
13
-15
| -54% | -$632 | ﹤0.01% | 917 |
|
|
2016
Q2 | $315 | Buy |
+28
| New | +$315 | ﹤0.01% | 2388 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1745 |
|