Assured Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-94,787
| Closed | -$3.59M | – | 1234 |
|
|
2018
Q4 | $3.59M | Buy |
94,787
+71,270
| +303% | +$2.7M | 0.1% | 242 |
|
|
2018
Q3 | $1.06M | Buy |
23,517
+20,504
| +681% | +$927K | 0.02% | 517 |
|
|
2018
Q2 | $153K | Sell |
3,013
-3,905
| -56% | -$198K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $395K | Buy |
+6,918
| New | +$395K | 0.01% | 811 |
|
|
2017
Q4 | – | Sell |
-25,286
| Closed | -$1.27M | – | 564 |
|
|
2017
Q3 | $1.27M | Buy |
25,286
+8,325
| +49% | +$418K | 0.03% | 366 |
|
|
2017
Q2 | $861K | Buy |
+16,961
| New | +$861K | 0.02% | 369 |
|
|
2017
Q1 | – | Sell |
-17,483
| Closed | -$714K | – | 624 |
|
|
2016
Q4 | $714K | Buy |
17,483
+6,709
| +62% | +$274K | 0.01% | 338 |
|
|
2016
Q3 | $434K | Buy |
+10,774
| New | +$434K | 0.01% | 400 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 659 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 546 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 183 |
|
|
2014
Q1 | – | Sell |
-147,191
| Closed | -$5.54M | – | 217 |
|
|
2013
Q4 | $5.54M | Buy |
147,191
+80,323
| +120% | +$3.02M | 0.1% | 103 |
|
|
2013
Q3 | $2.25M | Sell |
66,868
-818
| -1% | -$27.6K | 0.09% | 114 |
|
|
2013
Q2 | $2.32M | Buy |
+67,686
| New | +$2.32M | 0.1% | 98 |
|