Carroll Financial Associates’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q3 | $4K | Sell |
15
-143
| -91% | -$38.1K | ﹤0.01% | 1424 |
|
|
2021
Q2 | $54K | Sell |
158
-29
| -16% | -$9.91K | ﹤0.01% | 792 |
|
|
2021
Q1 | $72K | Buy |
187
+172
| +1,147% | +$66.2K | ﹤0.01% | 667 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1376 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1421 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1471 |
|