Madison Wealth Management’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.63M | Sell |
16,809
-84
| -0.5% | -$8.16K | 0.34% | 80 |
|
|
2023
Q2 | $1.81M | Hold |
16,893
| – | – | 0.37% | 77 |
|
|
2023
Q1 | $1.43M | Buy |
16,893
+826
| +5% | +$70.1K | 0.31% | 84 |
|
|
2022
Q4 | $1.14M | Sell |
16,067
-863
| -5% | -$61.3K | 0.26% | 83 |
|
|
2022
Q3 | $958K | Hold |
16,930
| – | – | 0.24% | 86 |
|
|
2022
Q2 | $945K | Sell |
16,930
-826
| -5% | -$46.1K | 0.23% | 87 |
|
|
2022
Q1 | $1.15M | Sell |
17,756
-159
| -0.9% | -$10.3K | 0.24% | 83 |
|
|
2021
Q4 | $1.63M | Buy |
17,915
+421
| +2% | +$38.3K | 0.33% | 70 |
|
|
2021
Q3 | $1.29M | Buy |
17,494
+1,457
| +9% | +$107K | 0.28% | 75 |
|
|
2021
Q2 | $1.24M | Buy |
16,037
+1,136
| +8% | +$88K | 0.27% | 78 |
|
|
2021
Q1 | $1.17M | Buy |
+14,901
| New | +$1.17M | 0.29% | 78 |
|