Burt Wealth 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
Q1 | – | Sell |
-207
| Closed | -$15K | – | 237 |
|
2020
Q4 | $15K | Hold |
207
| – | – | 0.01% | 263 |
|
2020
Q3 | $16K | Hold |
207
| – | – | 0.01% | 253 |
|
2020
Q2 | $12K | Hold |
207
| – | – | ﹤0.01% | 257 |
|
2020
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 279 |
|
2019
Q4 | $11K | Hold |
207
| – | – | ﹤0.01% | 267 |
|
2019
Q3 | $11K | Hold |
207
| – | – | ﹤0.01% | 266 |
|
2019
Q2 | $10K | Hold |
207
| – | – | ﹤0.01% | 272 |
|
2019
Q1 | $10K | Hold |
207
| – | – | ﹤0.01% | 275 |
|
2018
Q4 | $8K | Hold |
207
| – | – | ﹤0.01% | 283 |
|
2018
Q3 | $9K | Hold |
207
| – | – | ﹤0.01% | 301 |
|
2018
Q2 | $11K | Hold |
207
| – | – | 0.01% | 280 |
|
2018
Q1 | $12K | Hold |
207
| – | – | 0.01% | 278 |
|
2017
Q4 | $13K | Sell |
207
-3
| -1% | -$188 | 0.01% | 260 |
|
2017
Q3 | $11K | Hold |
210
| – | – | 0.01% | 261 |
|
2017
Q2 | $10K | Hold |
210
| – | – | 0.01% | 291 |
|
2017
Q1 | $10K | Hold |
210
| – | – | 0.01% | 258 |
|
2016
Q4 | $9K | Hold |
210
| – | – | 0.01% | 285 |
|
2016
Q3 | $8K | Hold |
210
| – | – | 0.01% | 281 |
|
2016
Q2 | $9K | Hold |
210
| – | – | 0.01% | 273 |
|
2016
Q1 | $10K | Hold |
210
| – | – | 0.01% | 322 |
|
2015
Q4 | $9K | Hold |
210
| – | – | 0.01% | 287 |
|
2015
Q3 | $9K | Buy |
+210
| New | +$9K | 0.01% | 257 |
|