Guardian Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,114
| Closed | -$385K | – | 175 |
|
|
2016
Q4 | $385K | Sell |
9,114
-893
| -9% | -$37.7K | 0.06% | 125 |
|
|
2016
Q3 | $387K | Sell |
10,007
-210
| -2% | -$8.12K | 0.07% | 119 |
|
|
2016
Q2 | $439K | Hold |
10,217
| – | – | 0.08% | 115 |
|
|
2016
Q1 | $447K | Sell |
10,217
-2,889
| -22% | -$126K | 0.08% | 117 |
|
|
2015
Q4 | $554K | Hold |
13,106
| – | – | 0.12% | 112 |
|
|
2015
Q3 | $595K | Sell |
13,106
-972
| -7% | -$44.1K | 0.12% | 106 |
|
|
2015
Q2 | $725K | Hold |
14,078
| – | – | 0.14% | 103 |
|
|
2015
Q1 | $857K | Sell |
14,078
-236
| -2% | -$14.4K | 0.13% | 110 |
|
|
2014
Q4 | $737K | Sell |
14,314
-1,576
| -10% | -$81.1K | 0.12% | 113 |
|
|
2014
Q3 | $674K | Sell |
15,890
-1,365
| -8% | -$57.9K | 0.11% | 115 |
|
|
2014
Q2 | $672K | Buy |
17,255
+210
| +1% | +$8.18K | 0.12% | 116 |
|
|
2014
Q1 | $653K | Buy |
17,045
+210
| +1% | +$8.05K | 0.12% | 114 |
|
|
2013
Q4 | $625K | Sell |
16,835
-6,671
| -28% | -$248K | 0.12% | 117 |
|
|
2013
Q3 | $810K | Sell |
23,506
-4,465
| -16% | -$154K | 0.17% | 106 |
|
|
2013
Q2 | $938K | Buy |
+27,971
| New | +$938K | 0.26% | 83 |
|