WR Wealth Planners’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 | $137K | Sell |
1,039
-13
| -1% | -$1.72K | 0.04% | 194 |
|
|
2024
Q3 | $191K | Buy |
1,052
+2
| +0.2% | +$363 | 0.05% | 192 |
|
|
2024
Q2 | $152K | Buy |
1,050
+51
| +5% | +$7.4K | 0.05% | 204 |
|
|
2024
Q1 | $166K | Buy |
+999
| New | +$166K | 0.05% | 199 |
|
|
2023
Q4 | – | Sell |
-953
| Closed | -$104K | – | 561 |
|
|
2023
Q3 | $104K | Hold |
953
| – | – | 0.04% | 227 |
|
|
2023
Q2 | $116K | Hold |
953
| – | – | 0.04% | 227 |
|
|
2023
Q1 | $97K | Buy |
+953
| New | +$97K | 0.04% | 237 |
|