TCI Wealth Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-113
| Closed | -$11.5K | – | 1309 |
|
|
2023
Q1 | $11.5K | Buy |
113
+1
| +0.9% | +$97 | ﹤0.01% | 997 |
|
|
2022
Q4 | $9.77K | Hold |
112
| – | – | ﹤0.01% | 1084 |
|
|
2022
Q3 | $8K | Buy |
112
+10
| +10% | +$777 | ﹤0.01% | 1162 |
|
|
2022
Q2 | $7K | Sell |
102
-78
| -43% | -$5.71K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $14K | Sell |
180
-46
| -20% | -$4.14K | ﹤0.01% | 883 |
|
|
2021
Q4 | $25K | Hold |
226
| – | – | ﹤0.01% | 611 |
|
|
2021
Q3 | $21K | Buy |
226
+72
| +47% | +$7.13K | ﹤0.01% | 672 |
|
|
2021
Q2 | $15K | Hold |
154
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $15K | Buy |
154
+80
| +108% | +$6.73K | 0.01% | 656 |
|
|
2020
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 883 |
|
|
2020
Q3 | $6K | Hold |
74
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $4K | Sell |
74
-8
| -10% | -$409 | ﹤0.01% | 817 |
|
|
2020
Q1 | $3K | Sell |
82
-310
| -79% | -$17.5K | ﹤0.01% | 886 |
|
|
2019
Q4 | $21K | Buy |
392
+109
| +39% | +$6.22K | 0.01% | 539 |
|
|
2019
Q3 | $15K | Hold |
283
| – | – | 0.01% | 545 |
|
|
2019
Q2 | $13K | Sell |
283
-2
| -0.7% | -$100 | 0.01% | 569 |
|
|
2019
Q1 | $14K | Buy |
285
+16
| +6% | +$724 | 0.01% | 569 |
|
|
2018
Q4 | $10K | Sell |
269
-68
| -20% | -$2.77K | ﹤0.01% | 631 |
|
|
2018
Q3 | $15K | Buy |
337
+145
| +76% | +$7.3K | 0.01% | 564 |
|
|
2018
Q2 | $10K | Hold |
192
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $11K | Buy |
192
+17
| +10% | +$1.02K | 0.01% | 601 |
|
|
2017
Q4 | $11K | Sell |
175
-3
| -2% | -$171 | ﹤0.01% | 610 |
|
|
2017
Q3 | $9K | Hold |
178
| – | – | ﹤0.01% | 620 |
|
|
2017
Q2 | $9K | Hold |
178
| – | – | ﹤0.01% | 615 |
|
|
2017
Q1 | $9K | Buy |
178
+124
| +230% | +$5.62K | ﹤0.01% | 594 |
|
|
2016
Q4 | $2K | Sell |
54
-108
| -67% | -$4.37K | ﹤0.01% | 1022 |
|
|
2016
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 656 |
|
|
2016
Q2 | $7K | Hold |
162
| – | – | ﹤0.01% | 649 |
|
|
2016
Q1 | $7K | Buy |
162
+19
| +13% | +$779 | ﹤0.01% | 651 |
|
|
2015
Q4 | $7K | Buy |
143
+54
| +61% | +$2.57K | ﹤0.01% | 649 |
|
|
2015
Q3 | $4K | Buy |
+89
| New | +$4.37K | ﹤0.01% | 670 |
|
Other funds holding LEN
GA
