180 Wealth Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,880
| Closed | -$204K | – | 392 |
|
2023
Q3 | $204K | Sell |
1,880
-4,033
| -68% | -$438K | 0.05% | 331 |
|
2023
Q2 | $717K | Sell |
5,913
-2,481
| -30% | -$301K | 0.16% | 139 |
|
2023
Q1 | $854K | Buy |
8,394
+2,219
| +36% | +$226K | 0.2% | 123 |
|
2022
Q4 | $598K | Buy |
6,175
+1,505
| +32% | +$146K | 0.14% | 154 |
|
2022
Q3 | $337K | Buy |
4,670
+37
| +0.8% | +$2.67K | 0.09% | 220 |
|
2022
Q2 | $335K | Sell |
4,633
-65
| -1% | -$4.7K | 0.09% | 231 |
|
2022
Q1 | $362K | Buy |
4,698
+250
| +6% | +$19.3K | 0.08% | 238 |
|
2021
Q4 | $410K | Buy |
4,448
+624
| +16% | +$57.5K | 0.09% | 212 |
|
2021
Q3 | $360K | Buy |
3,824
+437
| +13% | +$41.1K | 0.08% | 243 |
|
2021
Q2 | $347K | Buy |
+3,387
| New | +$347K | 0.08% | 242 |
|
2019
Q4 | – | Sell |
-10,179
| Closed | -$577K | – | 274 |
|
2019
Q3 | $577K | Buy |
10,179
+572
| +6% | +$32.4K | 0.26% | 109 |
|
2019
Q2 | $451K | Buy |
+9,607
| New | +$451K | 0.2% | 132 |
|