Wela Strategies’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 |
-4,098
| Closed | -$497K | – | 46 |
|
|
2023
Q2 | $497K | Hold |
4,098
| – | – | 0.38% | 24 |
|
|
2023
Q1 | $417K | Sell |
4,098
-43
| -1% | -$4.38K | 0.22% | 31 |
|
|
2022
Q4 | $363K | Buy |
4,141
+315
| +8% | +$27.6K | 0.2% | 36 |
|
|
2022
Q3 | $276K | Buy |
3,826
+619
| +19% | +$44.7K | 0.19% | 38 |
|
|
2022
Q2 | $219K | Buy |
3,207
+167
| +5% | +$11.4K | 0.13% | 42 |
|
|
2022
Q1 | $239K | Buy |
+3,040
| New | +$239K | 0.12% | 45 |
|