AE Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,946
| Closed | -$581K | – | 1620 |
|
|
2023
Q4 | $581K | Buy |
+1,946
| New | +$581K | ﹤0.01% | 1360 |
|
|
2022
Q1 | – | Sell |
-2,703
| Closed | -$803K | – | 1752 |
|
|
2021
Q4 | $803K | Buy |
+2,703
| New | +$803K | 0.01% | 1035 |
|
|
2020
Q3 | – | Sell |
-3,690
| Closed | -$558K | – | 1310 |
|
|
2020
Q2 | $558K | Buy |
+3,690
| New | +$558K | 0.01% | 832 |
|