One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,334
| Closed | -$242K | – | 271 |
|
|
2024
Q3 | $242K | Sell |
1,334
-13
| -1% | -$2.36K | 0.04% | 232 |
|
|
2024
Q2 | $221K | Buy |
+1,347
| New | +$221K | 0.05% | 211 |
|
|
2024
Q1 | – | Sell |
-1,667
| Closed | -$241K | – | 256 |
|
|
2023
Q4 | $241K | Sell |
1,667
-366
| -18% | -$52.8K | 0.05% | 188 |
|
|
2023
Q3 | $221K | Sell |
2,033
-86
| -4% | -$9.34K | 0.05% | 171 |
|
|
2023
Q2 | $257K | Buy |
2,119
+36
| +2% | +$4.37K | 0.05% | 163 |
|
|
2023
Q1 | $212K | Buy |
2,083
+1,493
| +253% | +$152K | 0.05% | 188 |
|
|
2022
Q4 | $51.7K | Buy |
+590
| New | +$51.7K | 0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-2,167
| Closed | -$244K | – | 220 |
|
|
2021
Q4 | $244K | Sell |
2,167
-1,260
| -37% | -$142K | 0.06% | 165 |
|
|
2021
Q3 | $311K | Sell |
3,427
-859
| -20% | -$78K | 0.09% | 142 |
|
|
2021
Q2 | $412K | Buy |
4,286
+191
| +5% | +$18.4K | 0.13% | 88 |
|
|
2021
Q1 | $401K | Buy |
4,095
+771
| +23% | +$75.5K | 0.15% | 80 |
|
|
2020
Q4 | $245K | Buy |
3,324
+654
| +24% | +$48.2K | 0.13% | 99 |
|
|
2020
Q3 | $211K | Buy |
+2,670
| New | +$211K | 0.15% | 78 |
|