Global Wealth Management Investment Advisory’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 |
-8,972
| Closed | -$1.63M | – | 147 |
|
|
2024
Q3 | $1.63M | Sell |
8,972
-4,532
| -34% | -$823K | 0.35% | 79 |
|
|
2024
Q2 | $1.96M | Buy |
13,504
+835
| +7% | +$121K | 0.46% | 67 |
|
|
2024
Q1 | $2.11M | Buy |
12,669
+14
| +0.1% | +$2.33K | 0.52% | 63 |
|
|
2023
Q4 | $1.83M | Buy |
12,655
+564
| +5% | +$81.4K | 0.47% | 65 |
|
|
2023
Q3 | $1.31M | Buy |
12,091
+924
| +8% | +$100K | 0.37% | 76 |
|
|
2023
Q2 | $1.35M | Buy |
11,167
+588
| +6% | +$71.3K | 0.37% | 74 |
|
|
2023
Q1 | $1.08M | Buy |
10,579
+804
| +8% | +$81.8K | 0.32% | 78 |
|
|
2022
Q4 | $856K | Buy |
9,775
+1,265
| +15% | +$111K | 0.28% | 84 |
|
|
2022
Q3 | $614K | Buy |
8,510
+513
| +6% | +$37K | 0.22% | 96 |
|
|
2022
Q2 | $546K | Sell |
7,997
-1,966
| -20% | -$134K | 0.18% | 98 |
|
|
2022
Q1 | $783K | Buy |
9,963
+867
| +10% | +$68.1K | 0.23% | 91 |
|
|
2021
Q4 | $1.02M | Buy |
9,096
+926
| +11% | +$104K | 0.31% | 84 |
|
|
2021
Q3 | $741K | Buy |
8,170
+979
| +14% | +$88.8K | 0.23% | 89 |
|
|
2021
Q2 | $692K | Buy |
7,191
+111
| +2% | +$10.7K | 0.23% | 88 |
|
|
2021
Q1 | $694K | Buy |
7,080
+1,110
| +19% | +$109K | 0.25% | 83 |
|
|
2020
Q4 | $441K | Buy |
5,970
+858
| +17% | +$63.4K | 0.17% | 93 |
|
|
2020
Q3 | $404K | Sell |
5,112
-429
| -8% | -$33.9K | 0.17% | 88 |
|
|
2020
Q2 | $331K | Buy |
5,541
+2,146
| +63% | +$128K | 0.14% | 95 |
|
|
2020
Q1 | $126K | Buy |
3,395
+82
| +2% | +$3.04K | 0.06% | 117 |
|
|
2019
Q4 | $179K | Buy |
3,313
+111
| +3% | +$6K | 0.08% | 112 |
|
|
2019
Q3 | $173K | Buy |
3,202
+169
| +6% | +$9.13K | 0.08% | 107 |
|
|
2019
Q2 | $142K | Buy |
3,033
+135
| +5% | +$6.32K | 0.07% | 114 |
|
|
2019
Q1 | $138K | Buy |
2,898
+2,871
| +10,633% | +$137K | 0.07% | 133 |
|
|
2018
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 651 |
|