Columbia Trust’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
Q3 | – | Sell |
-3,288
| Closed | -$225K | – | 136 |
|
|
2022
Q2 | $225K | Buy |
3,288
+13
| +0.4% | +$890 | 0.12% | 134 |
|
|
2022
Q1 | $244K | Sell |
3,275
-222
| -6% | -$16.5K | 0.11% | 137 |
|
|
2021
Q4 | $317K | Hold |
3,497
| – | – | 0.17% | 112 |
|
|
2021
Q3 | $317K | Sell |
3,497
-1,475
| -30% | -$134K | 0.17% | 112 |
|
|
2021
Q2 | $478K | Buy |
4,972
+244
| +5% | +$23.5K | 0.27% | 98 |
|
|
2021
Q1 | $463K | Buy |
4,728
+368
| +8% | +$36K | 0.29% | 88 |
|
|
2020
Q4 | $321K | Buy |
+4,360
| New | +$321K | 0.22% | 103 |
|
|
2020
Q2 | $229K | Buy |
+3,849
| New | +$229K | 0.2% | 118 |
|