Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-165
| Closed | -$8K | – | 751 |
|
|
2019
Q2 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 583 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 796 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 695 |
|
|
2018
Q2 | – | Sell |
-196
| Closed | -$11K | – | 795 |
|
|
2018
Q1 | $11K | Hold |
196
| – | – | 0.01% | 476 |
|
|
2017
Q4 | $12K | Buy |
+196
| New | +$12K | 0.01% | 447 |
|