Berman Capital Advisors’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
Q3 | $163K | Buy |
1,802
+326
| +22% | +$29.5K | 0.03% | 312 |
|
|
2021
Q2 | $141K | Buy |
1,476
+349
| +31% | +$33.3K | 0.02% | 297 |
|
|
2021
Q1 | $109K | Buy |
1,127
+568
| +102% | +$54.9K | 0.02% | 285 |
|
|
2020
Q4 | $41K | Hold |
559
| – | – | 0.01% | 457 |
|
|
2020
Q3 | $43K | Sell |
559
-34
| -6% | -$2.62K | 0.01% | 383 |
|
|
2020
Q2 | $34K | Sell |
593
-291
| -33% | -$16.7K | 0.01% | 409 |
|
|
2020
Q1 | $31K | Sell |
884
-159
| -15% | -$5.58K | 0.01% | 386 |
|
|
2019
Q4 | $55K | Buy |
1,043
+122
| +13% | +$6.43K | 0.02% | 307 |
|
|
2019
Q3 | $49K | Sell |
921
-12
| -1% | -$638 | 0.02% | 305 |
|
|
2019
Q2 | $43K | Buy |
933
+97
| +12% | +$4.47K | 0.01% | 328 |
|
|
2019
Q1 | $39K | Buy |
836
+173
| +26% | +$8.07K | 0.01% | 312 |
|
|
2018
Q4 | $24K | Buy |
+663
| New | +$24K | 0.01% | 353 |
|