BOM
Bank of Marin’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,172
| Closed | -$322K | – | 117 |
|
|
2022
Q2 | $322K | Sell |
1,172
-1,435
| -55% | -$394K | 0.28% | 98 |
|
|
2022
Q1 | $782K | Hold |
2,607
| – | – | 0.57% | 64 |
|
|
2021
Q4 | $774K | Buy |
2,607
+70
| +3% | +$20.8K | 0.52% | 66 |
|
|
2021
Q3 | $804K | Buy |
2,537
+443
| +21% | +$140K | 0.59% | 61 |
|
|
2021
Q2 | $720K | Buy |
+2,094
| New | +$720K | 0.53% | 68 |
|