Charter Oak Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-193
| Closed | -$53K | – | 547 |
|
|
2022
Q2 | $53K | Hold |
193
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $58K | Buy |
193
+18
| +10% | +$5.41K | 0.01% | 335 |
|
|
2021
Q4 | $52K | Hold |
175
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $55K | Hold |
175
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $60K | Hold |
175
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $68K | Hold |
175
| – | – | 0.01% | 280 |
|
|
2020
Q4 | $51K | Buy |
+175
| New | +$51K | 0.01% | 289 |
|