Chase Investment Counsel’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,430
| Closed | -$504K | – | 97 |
|
|
2019
Q4 | $504K | Sell |
3,430
-30
| -0.9% | -$4.41K | 0.26% | 70 |
|
|
2019
Q3 | $458K | Buy |
+3,460
| New | +$458K | 0.23% | 73 |
|
|
2016
Q1 | – | Sell |
-15,400
| Closed | -$1.64M | – | 108 |
|
|
2015
Q4 | $1.64M | Sell |
15,400
-671
| -4% | -$71.5K | 0.65% | 46 |
|
|
2015
Q3 | $1.74M | Buy |
16,071
+516
| +3% | +$55.8K | 0.7% | 43 |
|
|
2015
Q2 | $1.76M | Buy |
15,555
+4,140
| +36% | +$468K | 0.64% | 47 |
|
|
2015
Q1 | $1.13M | Buy |
+11,415
| New | +$1.13M | 0.4% | 73 |
|