Accel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,454
| Closed | -$264K | – | 258 |
|
|
2024
Q3 | $264K | Sell |
1,454
-199
| -12% | -$36.1K | 0.1% | 198 |
|
|
2024
Q2 | $240K | Buy |
1,653
+1
| +0.1% | +$145 | 0.1% | 194 |
|
|
2024
Q1 | $275K | Buy |
1,652
+32
| +2% | +$5.33K | 0.12% | 163 |
|
|
2023
Q4 | $234K | Buy |
+1,620
| New | +$234K | 0.12% | 167 |
|
|
2023
Q3 | – | Sell |
-1,774
| Closed | -$215K | – | 172 |
|
|
2023
Q2 | $215K | Buy |
1,774
+232
| +15% | +$28.1K | 0.12% | 156 |
|
|
2023
Q1 | $157K | Hold |
1,542
| – | – | 0.06% | 249 |
|
|
2022
Q4 | $135K | Buy |
1,542
+1
| +0.1% | +$88 | 0.06% | 203 |
|
|
2022
Q3 | $121K | Buy |
1,541
+1
| +0.1% | +$79 | 0.06% | 221 |
|
|
2022
Q2 | $116K | Sell |
1,540
-264
| -15% | -$19.9K | 0.07% | 213 |
|
|
2022
Q1 | $144K | Sell |
1,804
-412
| -19% | -$32.9K | 0.07% | 198 |
|
|
2021
Q4 | $249K | Buy |
2,216
+1
| +0% | +$112 | 0.12% | 133 |
|
|
2021
Q3 | $201K | Buy |
2,215
+2
| +0.1% | +$181 | 0.13% | 133 |
|
|
2021
Q2 | $213K | Buy |
2,213
+3
| +0.1% | +$289 | 0.14% | 138 |
|
|
2021
Q1 | $217K | Buy |
2,210
+1
| +0% | +$98 | 0.18% | 121 |
|
|
2020
Q4 | $163K | Buy |
+2,209
| New | +$163K | 0.15% | 143 |
|