Baldwin Wealth 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
Q4 | – | Sell |
-104
| Closed | -$18.9K | – | 670 |
|
2024
Q3 | $18.9K | Buy |
+104
| New | +$18.9K | ﹤0.01% | 707 |
|
2018
Q4 | – | Sell |
-1,476
| Closed | -$67K | – | 525 |
|
2018
Q3 | $67K | Hold |
1,476
| – | – | 0.01% | 281 |
|
2018
Q2 | $75K | Hold |
1,476
| – | – | 0.01% | 277 |
|
2018
Q1 | $84K | Hold |
1,476
| – | – | 0.01% | 250 |
|
2017
Q4 | $90K | Sell |
1,476
-25
| -2% | -$1.52K | 0.01% | 253 |
|
2017
Q3 | $75K | Hold |
1,501
| – | – | 0.01% | 257 |
|
2017
Q2 | $76K | Hold |
1,501
| – | – | 0.01% | 260 |
|
2017
Q1 | $73K | Hold |
1,501
| – | – | 0.01% | 265 |
|
2016
Q4 | $61K | Hold |
1,501
| – | – | 0.01% | 275 |
|
2016
Q3 | $61K | Buy |
+1,501
| New | +$61K | 0.01% | 282 |
|