Avantax Planning Partners’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
Q2 | – | Sell |
-1,289
| Closed | -$215K | – | 486 |
|
|
2024
Q1 | $215K | Buy |
+1,289
| New | +$215K | 0.01% | 434 |
|
|
2018
Q4 | – | Sell |
-860
| Closed | -$39K | – | 796 |
|
|
2018
Q3 | $39K | Buy |
+860
| New | +$39K | ﹤0.01% | 541 |
|
|
2018
Q2 | – | Sell |
-23,111
| Closed | -$1.32M | – | 906 |
|
|
2018
Q1 | $1.32M | Hold |
23,111
| – | – | 0.11% | 81 |
|
|
2017
Q4 | $1.42M | Sell |
23,111
-393
| -2% | -$24.1K | 0.13% | 67 |
|
|
2017
Q3 | $1.18M | Sell |
23,504
-1,344
| -5% | -$67.5K | 0.09% | 103 |
|
|
2017
Q2 | $1.26M | Buy |
24,848
+18
| +0.1% | +$913 | 0.11% | 91 |
|
|
2017
Q1 | $1.21M | Sell |
24,830
-722
| -3% | -$35.2K | 0.11% | 82 |
|
|
2016
Q4 | $1.04M | Buy |
+25,552
| New | +$1.04M | 0.11% | 91 |
|