Stevens First Principles Investment Advisors’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-16,760
| Closed | -$1.03M | – | 176 |
|
|
2017
Q4 | $1.03M | Sell |
16,760
-259
| -2% | -$15.9K | 0.55% | 45 |
|
|
2017
Q3 | $855K | Hold |
17,019
| – | – | 0.47% | 51 |
|
|
2017
Q2 | $864K | Sell |
17,019
-53
| -0.3% | -$2.69K | 0.51% | 48 |
|
|
2017
Q1 | $832K | Sell |
17,072
-57
| -0.3% | -$2.78K | 0.53% | 46 |
|
|
2016
Q4 | $700K | Buy |
+17,129
| New | +$700K | 0.49% | 47 |
|