Marvin & Palmer Associates’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-34,758	Closed	-$1.4M	–	42
2016 Q3	$1.4M	Buy	34,758 +7,548	+28%	+$304K	1.1%	38
2016 Q2	$1.19M	Sell	27,210 -5,252	-16%	-$230K	1.62%	33
2016 Q1	$1.49M	Buy	32,462 +1,155	+4%	+$53.2K	1.74%	31
2015 Q4	$1.46M	Buy	+31,307	New	+$1.46M	1.49%	34