First Trust Direct Indexing’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,070
| Closed | -$1.46M | – | 510 |
|
|
2024
Q3 | $1.46M | Buy |
8,070
+100
| +1% | +$18.1K | 0.08% | 257 |
|
|
2024
Q2 | $1.16M | Buy |
7,970
+1,049
| +15% | +$152K | 0.07% | 281 |
|
|
2024
Q1 | $1.15M | Buy |
6,921
+344
| +5% | +$57.3K | 0.09% | 266 |
|
|
2023
Q4 | $949K | Sell |
6,577
-212
| -3% | -$30.6K | 0.08% | 271 |
|
|
2023
Q3 | $738K | Buy |
6,789
+375
| +6% | +$40.7K | 0.08% | 284 |
|
|
2023
Q2 | $778K | Sell |
6,414
-76
| -1% | -$9.22K | 0.09% | 277 |
|
|
2023
Q1 | $660K | Buy |
6,490
+595
| +10% | +$60.5K | 0.08% | 319 |
|
|
2022
Q4 | $516K | Sell |
5,895
-19
| -0.3% | -$1.67K | 0.07% | 374 |
|
|
2022
Q3 | $427K | Buy |
5,914
+1,745
| +42% | +$126K | 0.06% | 381 |
|
|
2022
Q2 | $285K | Buy |
4,169
+507
| +14% | +$34.7K | 0.04% | 484 |
|
|
2022
Q1 | $288K | Sell |
3,662
-302
| -8% | -$23.8K | 0.04% | 520 |
|
|
2021
Q4 | $446K | Buy |
3,964
+139
| +4% | +$15.6K | 0.06% | 380 |
|
|
2021
Q3 | $347K | Sell |
3,825
-571
| -13% | -$51.8K | 0.05% | 438 |
|
|
2021
Q2 | $423K | Buy |
+4,396
| New | +$423K | 0.06% | 361 |
|
|
2021
Q1 | – | Sell |
-1,110
| Closed | -$82K | – | 717 |
|
|
2020
Q4 | $82K | Buy |
+1,110
| New | +$82K | 0.02% | 584 |
|