First Foundation 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
Q2 | – | Sell |
-2,828
| Closed | -$222K | – | 426 |
|
2022
Q1 | $222K | Buy |
+2,828
| New | +$222K | 0.01% | 379 |
|
2017
Q1 | – | Sell |
-11,496
| Closed | -$470K | – | 329 |
|
2016
Q4 | $470K | Hold |
11,496
| – | – | 0.03% | 206 |
|
2016
Q3 | $463K | Buy |
11,496
+4,273
| +59% | +$172K | 0.03% | 201 |
|
2016
Q2 | $317K | Hold |
7,223
| – | – | 0.02% | 237 |
|
2016
Q1 | $332K | Buy |
7,223
+394
| +6% | +$18.1K | 0.02% | 218 |
|
2015
Q4 | $318K | Buy |
+6,829
| New | +$318K | 0.02% | 215 |
|