Schrum Private Wealth Management’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 |
-2,624
| Closed | -$476K | – | 150 |
|
|
2024
Q3 | $476K | Buy |
+2,624
| New | +$476K | 0.25% | 97 |
|
|
2024
Q2 | – | Sell |
-1,306
| Closed | -$217K | – | 131 |
|
|
2024
Q1 | $217K | Buy |
+1,306
| New | +$217K | 0.2% | 124 |
|
|
2022
Q1 | – | Sell |
-4,670
| Closed | -$525K | – | 125 |
|
|
2021
Q4 | $525K | Buy |
+4,670
| New | +$525K | 0.48% | 57 |
|