SWM
Selective Wealth Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$4K | – | 458 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 615 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 310 |
|