Boston Advisors’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 | $2.1M | Buy |
+15,852
| New | +$2.1M | 0.11% | 246 |
|
|
2016
Q2 | – | Sell |
-6,841
| Closed | -$597K | – | 688 |
|
|
2016
Q1 | $597K | Sell |
6,841
-439
| -6% | -$38.3K | 0.01% | 413 |
|
|
2015
Q4 | $777K | Sell |
7,280
-585
| -7% | -$62.4K | 0.02% | 367 |
|
|
2015
Q3 | $850K | Sell |
7,865
-49,470
| -86% | -$5.35M | 0.03% | 410 |
|
|
2015
Q2 | $6.49M | Sell |
57,335
-1,190
| -2% | -$135K | 0.27% | 120 |
|
|
2015
Q1 | $5.82M | Buy |
+58,525
| New | +$5.82M | 0.23% | 131 |
|