Integrated Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-105
| Closed | -$4K | – | 683 |
|
2016
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 954 |
|
2016
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 918 |
|
2016
Q1 | $5K | Sell |
105
-201
| -66% | -$9.57K | ﹤0.01% | 842 |
|
2015
Q4 | $14K | Buy |
306
+39
| +15% | +$1.78K | 0.01% | 672 |
|
2015
Q3 | $12K | Buy |
267
+162
| +154% | +$7.28K | 0.01% | 722 |
|
2015
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 963 |
|
2015
Q1 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 929 |
|