IMS Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-114
| Closed | -$5K | – | 247 |
|
|
2018
Q3 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 354 |
|
|
2015
Q2 | – | Sell |
-5,446
| Closed | -$269K | – | 147 |
|
|
2015
Q1 | $269K | Hold |
5,446
| – | – | 0.3% | 108 |
|
|
2014
Q4 | $232K | Hold |
5,446
| – | – | 0.26% | 126 |
|
|
2014
Q3 | $201K | Sell |
5,446
-2,099
| -28% | -$77.5K | 0.23% | 148 |
|
|
2014
Q2 | $302K | Hold |
7,545
| – | – | 0.33% | 102 |
|
|
2014
Q1 | $285K | Hold |
7,545
| – | – | 0.34% | 104 |
|
|
2013
Q4 | $284K | Sell |
7,545
-9,875
| -57% | -$372K | 0.36% | 95 |
|
|
2013
Q3 | $587K | Sell |
17,420
-773
| -4% | -$26K | 0.81% | 56 |
|
|
2013
Q2 | $624K | Buy |
+18,193
| New | +$624K | 0.9% | 50 |
|