Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,051
| Closed | -$42K | – | 726 |
|
|
2016
Q3 | $42K | Hold |
1,051
| – | – | 0.01% | 240 |
|
|
2016
Q2 | $46K | Hold |
1,051
| – | – | 0.02% | 234 |
|
|
2016
Q1 | $48K | Buy |
+1,051
| New | +$48K | 0.02% | 202 |
|
|
2014
Q1 | – | Sell |
-263
| Closed | -$10K | – | 508 |
|
|
2013
Q4 | $10K | Hold |
263
| – | – | ﹤0.01% | 358 |
|
|
2013
Q3 | $9K | Hold |
263
| – | – | ﹤0.01% | 363 |
|
|
2013
Q2 | $9K | Buy |
+263
| New | +$9K | ﹤0.01% | 341 |
|