Wealthspire Advisors (Maryland)’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,127
| Closed | -$306K | – | 523 |
|
|
2020
Q2 | $306K | Buy |
+5,127
| New | +$306K | 0.02% | 336 |
|
|
2020
Q1 | – | Sell |
-4,697
| Closed | -$254K | – | 471 |
|
|
2019
Q4 | $254K | Buy |
4,697
+280
| +6% | +$15.1K | 0.02% | 417 |
|
|
2019
Q3 | $239K | Buy |
+4,417
| New | +$239K | 0.02% | 397 |
|
|
2019
Q2 | – | Sell |
-1,116
| Closed | -$53K | – | 1330 |
|
|
2019
Q1 | $53K | Sell |
1,116
-229
| -17% | -$10.9K | ﹤0.01% | 873 |
|
|
2018
Q4 | $51K | Buy |
1,345
+441
| +49% | +$16.7K | ﹤0.01% | 849 |
|
|
2018
Q3 | $41K | Sell |
904
-37
| -4% | -$1.68K | ﹤0.01% | 1032 |
|
|
2018
Q2 | $48K | Buy |
941
+137
| +17% | +$6.99K | ﹤0.01% | 992 |
|
|
2018
Q1 | $46K | Sell |
804
-263
| -25% | -$15K | ﹤0.01% | 1019 |
|
|
2017
Q4 | $65K | Buy |
1,067
+152
| +17% | +$9.26K | 0.01% | 898 |
|
|
2017
Q3 | $46K | Buy |
915
+218
| +31% | +$11K | 0.01% | 1010 |
|
|
2017
Q2 | $35K | Buy |
697
+33
| +5% | +$1.66K | ﹤0.01% | 1071 |
|
|
2017
Q1 | $32K | Buy |
664
+84
| +14% | +$4.05K | ﹤0.01% | 936 |
|
|
2016
Q4 | $24K | Sell |
580
-2,400
| -81% | -$99.3K | ﹤0.01% | 966 |
|
|
2016
Q3 | $120K | Buy |
2,980
+111
| +4% | +$4.47K | 0.02% | 523 |
|
|
2016
Q2 | $126K | Buy |
2,869
+397
| +16% | +$17.4K | 0.02% | 485 |
|
|
2016
Q1 | $114K | Buy |
2,472
+348
| +16% | +$16K | 0.02% | 495 |
|
|
2015
Q4 | $99K | Buy |
+2,124
| New | +$99K | 0.02% | 525 |
|