Diversified Trust’s Lufax Holding LU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,110
Closed -$38.8K 965
2024
Q3
$38.8K Hold
11,110
﹤0.01% 895
2024
Q2
$26.3K Sell
11,110
-10,801
-49% -$25.6K ﹤0.01% 861
2024
Q1
$92.5K Buy
+21,911
New +$92.5K ﹤0.01% 797