Moody Aldrich Partners’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,342
| Closed | -$1.12M | – | 212 |
|
|
2023
Q3 | $1.12M | Sell |
10,342
-10,587
| -51% | -$1.15M | 0.21% | 114 |
|
|
2023
Q2 | $2.54M | Hold |
20,929
| – | – | 0.49% | 80 |
|
|
2023
Q1 | $2.13M | Hold |
20,929
| – | – | 0.43% | 86 |
|
|
2022
Q4 | $1.83M | Hold |
20,929
| – | – | 0.37% | 91 |
|
|
2022
Q3 | $1.51M | Hold |
20,929
| – | – | 0.31% | 95 |
|
|
2022
Q2 | $1.43M | Hold |
20,929
| – | – | 0.28% | 96 |
|
|
2022
Q1 | $1.65M | Buy |
+20,929
| New | +$1.65M | 0.23% | 94 |
|