Grassi Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,778
| Closed | -$326K | – | 123 |
|
|
2022
Q2 | $326K | Sell |
4,778
-516
| -10% | -$35.2K | 0.04% | 104 |
|
|
2022
Q1 | $416K | Sell |
5,294
-258
| -5% | -$20.3K | 0.04% | 105 |
|
|
2021
Q4 | $624K | Buy |
5,552
+413
| +8% | +$46.4K | 0.06% | 100 |
|
|
2021
Q3 | $466K | Buy |
5,139
+103
| +2% | +$9.34K | 0.05% | 107 |
|
|
2021
Q2 | $484K | Hold |
5,036
| – | – | 0.05% | 106 |
|
|
2021
Q1 | $493K | Buy |
5,036
+1,472
| +41% | +$144K | 0.06% | 101 |
|
|
2020
Q4 | $263K | Buy |
+3,564
| New | +$263K | 0.03% | 117 |
|