Brighton Jones LLC’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,135
| Closed | -$257K | – | 297 |
|
|
2017
Q3 | $257K | Buy |
2,135
+5
| +0.2% | +$602 | 0.03% | 228 |
|
|
2017
Q2 | $201K | Buy |
+2,130
| New | +$201K | 0.03% | 258 |
|
|
2016
Q4 | – | Sell |
-2,111
| Closed | -$202K | – | 159 |
|
|
2016
Q3 | $202K | Buy |
+2,111
| New | +$202K | 0.03% | 220 |
|
|
2016
Q1 | – | Sell |
-2,093
| Closed | -$223K | – | 215 |
|
|
2015
Q4 | $223K | Buy |
+2,093
| New | +$223K | 0.04% | 183 |
|