IPG Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,495
| Closed | -$281K | – | 200 |
|
|
2021
Q4 | $281K | Buy |
+2,495
| New | +$281K | 0.05% | 150 |
|
|
2016
Q3 | – | Sell |
-37,810
| Closed | -$1.66M | – | 129 |
|
|
2016
Q2 | $1.66M | Buy |
+37,810
| New | +$1.66M | 0.69% | 36 |
|
|
2016
Q1 | – | Sell |
-14,099
| Closed | -$657K | – | 124 |
|
|
2015
Q4 | $657K | Hold |
14,099
| – | – | 0.3% | 60 |
|
|
2015
Q3 | $646K | Sell |
14,099
-7,122
| -34% | -$326K | 0.3% | 57 |
|
|
2015
Q2 | $1.03M | Buy |
21,221
+1,418
| +7% | +$68.9K | 0.37% | 54 |
|
|
2015
Q1 | $977K | Buy |
+19,803
| New | +$977K | 0.37% | 52 |
|
|
2014
Q4 | – | Sell |
-5,200
| Closed | -$204K | – | 129 |
|
|
2014
Q3 | $204K | Sell |
5,200
-11,819
| -69% | -$464K | 0.07% | 95 |
|
|
2014
Q2 | $680K | Buy |
+17,019
| New | +$680K | 0.29% | 46 |
|