Bourgeon 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
2021
Q1
Sell
-1
Closed 295
2020
Q4
$0 Hold
1
﹤0.01% 296
2020
Q3
$0 Hold
1
﹤0.01% 307
2020
Q2
$0 Sell
1
-6,715
-100% ﹤0.01% 265
2020
Q1
$248K Buy
6,716
+6,715
+671,500% +$248K 0.13% 64
2019
Q4
$0 Hold
1
﹤0.01% 237
2019
Q3
$0 Buy
+1
New ﹤0.01% 236
2017
Q2
Sell
-40,812
Closed -$1.99M 87
2017
Q1
$1.99M Sell
40,812
-2,415
-6% -$118K 1.24% 33
2016
Q4
$1.77M Sell
43,227
-4,623
-10% -$189K 1.11% 35
2016
Q3
$1.93M Buy
47,850
+571
+1% +$23K 1.24% 30
2016
Q2
$2.08M Buy
47,279
+3,729
+9% +$164K 1.35% 30
2016
Q1
$2.01M Sell
43,550
-210
-0.5% -$9.67K 1.34% 31
2015
Q4
$2.04M Buy
43,760
+7,879
+22% +$367K 1.31% 30
2015
Q3
$1.64M Sell
35,881
-893
-2% -$40.9K 1.15% 36
2015
Q2
$1.79M Sell
36,774
-735
-2% -$35.7K 1.08% 37
2015
Q1
$1.85M Sell
37,509
-18,594
-33% -$917K 1.13% 37
2014
Q4
$2.39M Sell
56,103
-6,303
-10% -$269K 1.46% 32
2014
Q3
$2.31M Buy
62,406
+6,093
+11% +$225K 1.35% 33
2014
Q2
$2.25M Sell
56,313
-11,399
-17% -$455K 1.23% 35
2014
Q1
$2.55M Buy
67,712
+9,193
+16% +$347K 1.61% 26
2013
Q4
$2.2M Sell
58,519
-19,331
-25% -$728K 1.42% 29
2013
Q3
$2.62M Buy
77,850
+8,301
+12% +$280K 1.77% 23
2013
Q2
$2.39M Buy
+69,549
New +$2.39M 1.7% 27