J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,917
| Closed | -$220K | – | 1475 |
|
|
2025
Q1 | $220K | Buy |
+1,917
| New | +$220K | 0.01% | 1104 |
|
|
2022
Q1 | – | Sell |
-5,644
| Closed | -$635K | – | 844 |
|
|
2021
Q4 | $635K | Buy |
5,644
+2,429
| +76% | +$273K | 0.04% | 389 |
|
|
2021
Q3 | $292K | Buy |
+3,215
| New | +$292K | 0.02% | 363 |
|