Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,823
| Closed | -$208K | – | 248 |
|
|
2020
Q4 | $208K | Sell |
2,823
-517
| -15% | -$38.1K | 0.02% | 233 |
|
|
2020
Q3 | $264K | Buy |
+3,340
| New | +$264K | 0.03% | 204 |
|
|
2019
Q2 | – | Sell |
-4,887
| Closed | -$232K | – | 311 |
|
|
2019
Q1 | $232K | Buy |
+4,887
| New | +$232K | 0.03% | 265 |
|
|
2018
Q4 | – | Sell |
-7,177
| Closed | -$324K | – | 291 |
|
|
2018
Q3 | $324K | Sell |
7,177
-1,024
| -12% | -$46.2K | 0.04% | 237 |
|
|
2018
Q2 | $417K | Sell |
8,201
-1,244
| -13% | -$63.3K | 0.05% | 211 |
|
|
2018
Q1 | $539K | Sell |
9,445
-116
| -1% | -$6.62K | 0.07% | 191 |
|
|
2017
Q4 | $586K | Buy |
+9,561
| New | +$586K | 0.07% | 183 |
|