BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.13K | Hold |
26
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $2.63K | Hold |
26
| – | – | ﹤0.01% | 790 |
|
|
2022
Q4 | $2.26K | Hold |
26
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 831 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 859 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 865 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 888 |
|
|
2021
Q2 | $2K | Sell |
26
-103
| -80% | -$7.92K | ﹤0.01% | 824 |
|
|
2021
Q1 | $13K | Buy |
129
+103
| +396% | +$10.4K | ﹤0.01% | 544 |
|
|
2020
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 784 |
|
|
2020
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 708 |
|
|
2020
Q2 | $2K | Sell |
26
-14
| -35% | -$1.08K | ﹤0.01% | 759 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 843 |
|
|
2019
Q4 | $2K | Buy |
40
+15
| +60% | +$750 | ﹤0.01% | 777 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 667 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 706 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 702 |
|
|
2018
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 663 |
|