Wealthspire Advisors (New York)’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
Q2 | – | Sell |
-1,241
| Closed | -$207K | – | 681 |
|
|
2024
Q1 | $207K | Buy |
+1,241
| New | +$207K | ﹤0.01% | 597 |
|
|
2021
Q2 | – | Sell |
-2,747
| Closed | -$269K | – | 534 |
|
|
2021
Q1 | $269K | Buy |
+2,747
| New | +$269K | 0.01% | 584 |
|
|
2020
Q2 | – | Sell |
-5,613
| Closed | -$208K | – | 421 |
|
|
2020
Q1 | $208K | Buy |
+5,613
| New | +$208K | 0.01% | 482 |
|
|
2019
Q1 | – | Sell |
-426
| Closed | -$16K | – | 467 |
|
|
2018
Q4 | $16K | Buy |
+426
| New | +$16K | ﹤0.01% | 391 |
|