Cahill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,066
| Closed | -$366K | – | 227 |
|
|
2022
Q3 | $366K | Hold |
5,066
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $346K | Buy |
5,066
+5
| +0.1% | +$341 | 0.07% | 173 |
|
|
2022
Q1 | $398K | Hold |
5,061
| – | – | 0.07% | 171 |
|
|
2021
Q4 | $569K | Sell |
5,061
-198
| -4% | -$22.3K | 0.11% | 154 |
|
|
2021
Q3 | $477K | Hold |
5,259
| – | – | 0.1% | 156 |
|
|
2021
Q2 | $506K | Buy |
5,259
+113
| +2% | +$10.9K | 0.11% | 149 |
|
|
2021
Q1 | $504K | Buy |
5,146
+826
| +19% | +$80.9K | 0.12% | 137 |
|
|
2020
Q4 | $319K | Buy |
+4,320
| New | +$319K | 0.08% | 161 |
|