Gitterman Wealth Management’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-561
| Closed | -$340K | – | 148 |
|
|
2024
Q3 | $340K | Buy |
561
+12
| +2% | +$7.27K | 0.14% | 48 |
|
|
2024
Q2 | $294K | Sell |
549
-19
| -3% | -$10.2K | 0.11% | 65 |
|
|
2024
Q1 | $278K | Sell |
568
-126
| -18% | -$61.6K | 0.11% | 66 |
|
|
2023
Q4 | $311K | Buy |
694
+44
| +7% | +$19.7K | 0.14% | 46 |
|
|
2023
Q3 | $244K | Buy |
+650
| New | +$244K | 0.12% | 53 |
|