Advantage Investment Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5K | Sell |
35
-7
| -17% | -$1K | ﹤0.01% | 767 |
|
|
2019
Q2 | $5K | Hold |
42
| – | – | ﹤0.01% | 770 |
|
|
2019
Q1 | $4K | Sell |
42
-65
| -61% | -$6.19K | ﹤0.01% | 798 |
|
|
2018
Q4 | $8K | Buy |
107
+30
| +39% | +$2.24K | 0.01% | 699 |
|
|
2018
Q3 | $6K | Hold |
77
| – | – | ﹤0.01% | 821 |
|
|
2018
Q2 | $7K | Hold |
77
| – | – | 0.01% | 709 |
|
|
2018
Q1 | $8K | Buy |
77
+47
| +157% | +$4.88K | ﹤0.01% | 715 |
|
|
2017
Q4 | $3K | Sell |
30
-25
| -45% | -$2.5K | ﹤0.01% | 882 |
|
|
2017
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 766 |
|
|
2017
Q2 | $5K | Buy |
55
+3
| +6% | +$273 | ﹤0.01% | 839 |
|
|
2017
Q1 | $4K | Buy |
52
+12
| +30% | +$923 | ﹤0.01% | 833 |
|
|
2016
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 779 |
|