Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,056
| Closed | -$328K | – | 306 |
|
|
2017
Q1 | $328K | Buy |
8,056
+36
| +0.4% | +$1.47K | 0.07% | 336 |
|
|
2016
Q4 | $327K | Sell |
8,020
-328
| -4% | -$13.4K | 0.07% | 337 |
|
|
2016
Q3 | $334K | Hold |
8,348
| – | – | 0.04% | 460 |
|
|
2016
Q2 | $366K | Buy |
8,348
+331
| +4% | +$14.5K | 0.05% | 412 |
|
|
2016
Q1 | $370K | Sell |
8,017
-273
| -3% | -$12.6K | 0.05% | 414 |
|
|
2015
Q4 | $386K | Buy |
8,290
+148
| +2% | +$6.89K | 0.05% | 415 |
|
|
2015
Q3 | $376K | Sell |
8,142
-315
| -4% | -$14.5K | 0.05% | 417 |
|
|
2015
Q2 | $412K | Hold |
8,457
| – | – | 0.05% | 404 |
|
|
2015
Q1 | $343K | Buy |
+8,457
| New | +$343K | 0.1% | 265 |
|
|
2013
Q3 | – | Sell |
-7,374
| Closed | -$254K | – | 535 |
|
|
2013
Q2 | $254K | Buy |
+7,374
| New | +$254K | 0.04% | 383 |
|