Howe & Rusling’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-19
| Closed | -$1K | – | 845 |
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 752 |
|
2020
Q1 | $1K | Sell |
19
-16
| -46% | -$842 | ﹤0.01% | 714 |
|
2019
Q4 | $2K | Buy |
35
+5
| +17% | +$286 | ﹤0.01% | 685 |
|
2019
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 692 |
|
2019
Q2 | – | Sell |
-291
| Closed | -$14K | – | 854 |
|
2019
Q1 | $14K | Buy |
291
+155
| +114% | +$7.46K | ﹤0.01% | 408 |
|
2018
Q4 | $5K | Sell |
136
-24
| -15% | -$882 | ﹤0.01% | 543 |
|
2018
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 563 |
|
2018
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 486 |
|
2018
Q1 | $9K | Sell |
160
-38
| -19% | -$2.14K | ﹤0.01% | 514 |
|
2017
Q4 | $12K | Sell |
198
-4
| -2% | -$242 | ﹤0.01% | 451 |
|
2017
Q3 | $10K | Sell |
202
-68
| -25% | -$3.37K | ﹤0.01% | 481 |
|
2017
Q2 | $14K | Sell |
270
-158
| -37% | -$8.19K | ﹤0.01% | 416 |
|
2017
Q1 | $21K | Buy |
428
+123
| +40% | +$6.04K | ﹤0.01% | 361 |
|
2016
Q4 | $12K | Buy |
305
+15
| +5% | +$590 | ﹤0.01% | 455 |
|
2016
Q3 | $12K | Sell |
290
-286
| -50% | -$11.8K | ﹤0.01% | 471 |
|
2016
Q2 | $25K | Buy |
576
+51
| +10% | +$2.21K | 0.01% | 310 |
|
2016
Q1 | $24K | Sell |
525
-17
| -3% | -$777 | 0.01% | 379 |
|
2015
Q4 | $25K | Hold |
542
| – | – | 0.01% | 349 |
|
2015
Q3 | $25K | Buy |
542
+18
| +3% | +$830 | 0.01% | 352 |
|
2015
Q2 | $25K | Buy |
524
+18
| +4% | +$859 | 0.01% | 369 |
|
2015
Q1 | $25K | Sell |
506
-40
| -7% | -$1.98K | 0.01% | 358 |
|
2014
Q4 | $23K | Hold |
546
| – | – | 0.01% | 373 |
|
2014
Q3 | $20K | Sell |
546
-4
| -0.7% | -$147 | ﹤0.01% | 386 |
|
2014
Q2 | $22K | Buy |
550
+9
| +2% | +$360 | ﹤0.01% | 377 |
|
2014
Q1 | $20K | Sell |
541
-28
| -5% | -$1.04K | ﹤0.01% | 453 |
|
2013
Q4 | $21K | Hold |
569
| – | – | 0.01% | 387 |
|
2013
Q3 | $19K | Sell |
569
-18
| -3% | -$601 | 0.01% | 479 |
|
2013
Q2 | $20K | Buy |
+587
| New | +$20K | 0.01% | 489 |
|