WR Wealth Planners’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-364
| Closed | -$16.4K | – | 564 |
|
|
2023
Q3 | $16.4K | Sell |
364
-3,198
| -90% | -$144K | 0.01% | 458 |
|
|
2023
Q2 | $202K | Buy |
3,562
+138
| +4% | +$7.83K | 0.08% | 167 |
|
|
2023
Q1 | $185K | Sell |
3,424
-1,651
| -33% | -$89.2K | 0.08% | 163 |
|
|
2022
Q4 | $265K | Buy |
5,075
+54
| +1% | +$2.82K | 0.16% | 94 |
|
|
2022
Q3 | $344K | Buy |
5,021
+361
| +8% | +$24.8K | 0.24% | 69 |
|
|
2022
Q2 | $370K | Buy |
4,660
+117
| +3% | +$9.29K | 0.24% | 64 |
|
|
2022
Q1 | $443K | Buy |
+4,543
| New | +$443K | 0.26% | 65 |
|