Diversified Trust’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,430
| Closed | -$235K | – | 964 |
|
|
2024
Q3 | $235K | Sell |
1,430
-1,313
| -48% | -$216K | 0.01% | 799 |
|
|
2024
Q2 | $363K | Buy |
2,743
+1
| +0% | +$133 | 0.01% | 631 |
|
|
2024
Q1 | $402K | Buy |
2,742
+2
| +0.1% | +$293 | 0.01% | 573 |
|
|
2023
Q4 | $349K | Buy |
2,740
+356
| +15% | +$45.4K | 0.01% | 610 |
|
|
2023
Q3 | $232K | Buy |
+2,384
| New | +$232K | 0.01% | 702 |
|
|
2022
Q3 | – | Sell |
-3,650
| Closed | -$204K | – | 803 |
|
|
2022
Q2 | $204K | Hold |
3,650
| – | – | 0.01% | 684 |
|
|
2022
Q1 | $237K | Buy |
+3,650
| New | +$237K | 0.01% | 707 |
|