Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,176
| Closed | -$213K | – | 915 |
|
|
2024
Q3 | $213K | Buy |
+1,176
| New | +$213K | 0.01% | 812 |
|
|
2021
Q2 | – | Sell |
-140
| Closed | -$14K | – | 1270 |
|
|
2021
Q1 | $14K | Buy |
+140
| New | +$14K | ﹤0.01% | 1342 |
|
|
2020
Q2 | – | Sell |
-38
| Closed | -$1K | – | 907 |
|
|
2020
Q1 | $1K | Sell |
38
-127
| -77% | -$3.34K | ﹤0.01% | 1409 |
|
|
2019
Q4 | $9K | Sell |
165
-67
| -29% | -$3.66K | ﹤0.01% | 974 |
|
|
2019
Q3 | $13K | Hold |
232
| – | – | ﹤0.01% | 867 |
|
|
2019
Q2 | $11K | Hold |
232
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $11K | Sell |
232
-321
| -58% | -$15.2K | ﹤0.01% | 792 |
|
|
2018
Q4 | $21K | Hold |
553
| – | – | ﹤0.01% | 616 |
|
|
2018
Q3 | $25K | Hold |
553
| – | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $28K | Sell |
553
-800
| -59% | -$40.5K | 0.01% | 587 |
|
|
2018
Q1 | $77K | Sell |
1,353
-52
| -4% | -$2.96K | 0.02% | 321 |
|
|
2017
Q4 | $86K | Buy |
1,405
+50
| +4% | +$3.06K | 0.02% | 285 |
|
|
2017
Q3 | $68K | Buy |
+1,355
| New | +$68K | 0.02% | 270 |
|