EWM
Evercore Wealth Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,324
| Closed | -$84K | – | 598 |
|
|
2017
Q4 | $84K | Hold |
1,324
| – | – | ﹤0.01% | 496 |
|
|
2017
Q3 | $70K | Hold |
1,324
| – | – | ﹤0.01% | 526 |
|
|
2017
Q2 | $71K | Buy |
1,324
+799
| +152% | +$42.8K | ﹤0.01% | 529 |
|
|
2017
Q1 | $27K | Sell |
525
-27
| -5% | -$1.39K | ﹤0.01% | 708 |
|
|
2016
Q4 | $24K | Sell |
552
-75
| -12% | -$3.26K | ﹤0.01% | 728 |
|
|
2016
Q3 | $27K | Hold |
627
| – | – | ﹤0.01% | 722 |
|
|
2016
Q2 | $29K | Buy |
627
+102
| +19% | +$4.72K | ﹤0.01% | 693 |
|
|
2016
Q1 | $25K | Buy |
525
+414
| +373% | +$19.7K | ﹤0.01% | 686 |
|
|
2015
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 916 |
|
|
2014
Q2 | – | Sell |
-64
| Closed | -$3K | – | 1025 |
|
|
2014
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 883 |
|
|
2013
Q4 | $3K | Sell |
64
-75
| -54% | -$3.52K | ﹤0.01% | 819 |
|
|
2013
Q3 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 849 |
|