Whalen Wealth Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,531
| Closed | -$282K | – | 212 |
|
|
2025
Q1 | $282K | Buy |
4,531
+1,730
| +62% | +$108K | 0.19% | 107 |
|
|
2024
Q4 | $235K | Sell |
2,801
-8,161
| -74% | -$685K | 0.16% | 130 |
|
|
2024
Q3 | $695K | Buy |
10,962
+1,462
| +15% | +$92.7K | 0.49% | 53 |
|
|
2024
Q2 | $484K | Buy |
+9,500
| New | +$484K | 0.38% | 54 |
|