Veritable’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,762
| Closed | -$820K | – | 457 |
|
|
2023
Q2 | $820K | Buy |
6,762
+319
| +5% | +$38.7K | 0.01% | 412 |
|
|
2023
Q1 | $656K | Sell |
6,443
-86
| -1% | -$8.75K | 0.01% | 465 |
|
|
2022
Q4 | $572K | Buy |
6,529
+928
| +17% | +$81.3K | 0.01% | 491 |
|
|
2022
Q3 | $404K | Buy |
5,601
+492
| +10% | +$35.5K | 0.01% | 557 |
|
|
2022
Q2 | $349K | Buy |
5,109
+829
| +19% | +$56.6K | 0.01% | 629 |
|
|
2022
Q1 | $336K | Sell |
4,280
-2,070
| -33% | -$163K | 0.01% | 675 |
|
|
2021
Q4 | $714K | Buy |
6,350
+229
| +4% | +$25.7K | 0.01% | 469 |
|
|
2021
Q3 | $555K | Sell |
6,121
-623
| -9% | -$56.5K | 0.01% | 513 |
|
|
2021
Q2 | $649K | Sell |
6,744
-1,978
| -23% | -$190K | 0.01% | 472 |
|
|
2021
Q1 | $855K | Sell |
8,722
-487
| -5% | -$47.7K | 0.01% | 387 |
|
|
2020
Q4 | $680K | Buy |
9,209
+62
| +0.7% | +$4.58K | 0.01% | 422 |
|
|
2020
Q3 | $723K | Buy |
9,147
+108
| +1% | +$8.54K | 0.01% | 394 |
|
|
2020
Q2 | $539K | Buy |
9,039
+3,479
| +63% | +$207K | 0.01% | 448 |
|
|
2020
Q1 | $206K | Buy |
5,560
+1,170
| +27% | +$43.3K | 0.01% | 664 |
|
|
2019
Q4 | $237K | Sell |
4,390
-170
| -4% | -$9.18K | ﹤0.01% | 736 |
|
|
2019
Q3 | $247K | Sell |
4,560
-54
| -1% | -$2.93K | ﹤0.01% | 703 |
|
|
2019
Q2 | $216K | Buy |
4,614
+170
| +4% | +$7.96K | ﹤0.01% | 740 |
|
|
2019
Q1 | $211K | Buy |
+4,444
| New | +$211K | ﹤0.01% | 744 |
|