Wealthspire Advisors (Maryland)’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-101
| Closed | -$6K | – | 1340 |
|
|
2019
Q1 | $6K | Buy |
101
+32
| +46% | +$1.9K | ﹤0.01% | 1755 |
|
|
2018
Q4 | $3K | Sell |
69
-73
| -51% | -$3.17K | ﹤0.01% | 1959 |
|
|
2018
Q3 | $9K | Sell |
142
-16
| -10% | -$1.01K | ﹤0.01% | 1561 |
|
|
2018
Q2 | $9K | Sell |
158
-157
| -50% | -$8.94K | ﹤0.01% | 1583 |
|
|
2018
Q1 | $20K | Buy |
315
+52
| +20% | +$3.3K | ﹤0.01% | 1301 |
|
|
2017
Q4 | $13K | Buy |
263
+33
| +14% | +$1.63K | ﹤0.01% | 1484 |
|
|
2017
Q3 | $13K | Buy |
230
+114
| +98% | +$6.44K | ﹤0.01% | 1475 |
|
|
2017
Q2 | $7K | Hold |
116
| – | – | ﹤0.01% | 1661 |
|
|
2017
Q1 | $6K | Hold |
116
| – | – | ﹤0.01% | 1488 |
|
|
2016
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 1421 |
|
|
2016
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 1388 |
|
|
2016
Q2 | $3K | Sell |
116
-43
| -27% | -$1.11K | ﹤0.01% | 1437 |
|
|
2016
Q1 | $4K | Buy |
159
+43
| +37% | +$1.08K | ﹤0.01% | 1394 |
|
|
2015
Q4 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 1463 |
|