WFG Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 1329 |
|
|
2017
Q1 | – | Sell |
-79
| Closed | -$3K | – | 1586 |
|
|
2016
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 1353 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | – | – | 1630 |
|
|
2016
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1607 |
|
|
2015
Q3 | – | Sell |
-380
| Closed | -$18K | – | 1664 |
|
|
2015
Q2 | $18K | Hold |
380
| – | – | 0.01% | 1008 |
|
|
2015
Q1 | $19K | Sell |
380
-128
| -25% | -$6.4K | 0.01% | 1007 |
|
|
2014
Q4 | $22K | Buy |
508
+42
| +9% | +$1.82K | ﹤0.01% | 1178 |
|
|
2014
Q3 | $17K | Hold |
466
| – | – | ﹤0.01% | 1326 |
|
|
2014
Q2 | $19K | Sell |
466
-13
| -3% | -$530 | ﹤0.01% | 1293 |
|
|
2014
Q1 | $18K | Buy |
479
+45
| +10% | +$1.69K | ﹤0.01% | 1281 |
|
|
2013
Q4 | $16K | Hold |
434
| – | – | ﹤0.01% | 1424 |
|
|
2013
Q3 | $15K | Hold |
434
| – | – | ﹤0.01% | 1374 |
|
|
2013
Q2 | $15K | Buy |
+434
| New | +$15K | ﹤0.01% | 1317 |
|