Loring Wolcott & Coolidge Fiduciary Advisors’s Lennar Class B LEN.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,292
| Closed | -$208K | – | 682 |
|
|
2021
Q4 | $208K | Sell |
2,292
-17
| -0.7% | -$1.54K | ﹤0.01% | 308 |
|
|
2021
Q3 | $170K | Hold |
2,309
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $179K | Buy |
+2,309
| New | +$179K | ﹤0.01% | 336 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 740 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 733 |
|