Kelleher Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,418
| Closed | -$244K | – | 86 |
|
|
2018
Q3 | $244K | Hold |
5,418
| – | – | 0.32% | 76 |
|
|
2018
Q2 | $275K | Hold |
5,418
| – | – | 0.39% | 68 |
|
|
2018
Q1 | $309K | Hold |
5,418
| – | – | 0.42% | 63 |
|
|
2017
Q4 | $331K | Sell |
5,418
-617
| -10% | -$37.7K | 0.52% | 57 |
|
|
2017
Q3 | $303K | Buy |
6,035
+651
| +12% | +$32.7K | 0.64% | 54 |
|
|
2017
Q2 | $273K | Hold |
5,384
| – | – | 0.53% | 62 |
|
|
2017
Q1 | $262K | Buy |
+5,384
| New | +$262K | 0.56% | 61 |
|