AWCI
Alpine Woods Capital Investors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,854
| Closed | -$457K | – | 458 |
|
|
2017
Q2 | $457K | Hold |
4,854
| – | – | 0.02% | 315 |
|
|
2017
Q1 | $416K | Hold |
4,854
| – | – | 0.02% | 327 |
|
|
2016
Q4 | $470K | Buy |
4,854
+318
| +7% | +$30.8K | 0.03% | 315 |
|
|
2016
Q3 | $433K | Buy |
4,536
+1,063
| +31% | +$101K | 0.02% | 325 |
|
|
2016
Q2 | $247K | Buy |
+3,473
| New | +$247K | 0.01% | 368 |
|