Bodri Capital 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
2015
Q1
Sell
-131,320
Closed -$5.6M 54
2014
Q4
$5.6M Hold
131,320
2.58% 16
2014
Q3
$4.85M Buy
+131,320
New +$4.85M 2.35% 13
2014
Q2
Sell
-210,112
Closed -$7.92M 51
2014
Q1
$7.92M Hold
210,112
3.96% 7
2013
Q4
$7.91M Buy
+210,112
New +$7.91M 3.84% 3