Anchor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$45.6K | – | 991 |
|
|
2023
Q2 | $45.6K | Sell |
150
-550
| -79% | -$167K | 0.01% | 522 |
|
|
2023
Q1 | $160K | Sell |
700
-50
| -7% | -$11.4K | 0.02% | 379 |
|
|
2022
Q4 | $154K | Sell |
750
-275
| -27% | -$56.3K | 0.02% | 376 |
|
|
2022
Q3 | $220K | Hold |
1,025
| – | – | 0.03% | 323 |
|
|
2022
Q2 | $282K | Buy |
1,025
+550
| +116% | +$151K | 0.04% | 299 |
|
|
2022
Q1 | $143K | Buy |
+475
| New | +$143K | 0.02% | 421 |
|