Triasima Portfolio Management’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,123	Closed	-$2.83M	–	170
2021 Q4	$2.83M	Sell	25,123 -19,384	-44%	-$2.18M	0.14%	80
2021 Q3	$4.04M	Hold	44,507	–	–	0.22%	56
2021 Q2	$4.28M	Buy	44,507 +27,153	+156%	+$2.61M	0.21%	53
2021 Q1	$1.7M	Buy	+17,354	New	+$1.7M	0.09%	104