CIM Investment Management’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 | – | Sell |
-3,003
| Closed | -$357K | – | 332 |
|
|
2019
Q2 | $357K | Sell |
3,003
-71
| -2% | -$8.44K | 0.13% | 193 |
|
|
2019
Q1 | $285K | Sell |
3,074
-26
| -0.8% | -$2.41K | 0.11% | 250 |
|
|
2018
Q4 | $237K | Hold |
3,100
| – | – | 0.1% | 252 |
|
|
2018
Q3 | $253K | Hold |
3,100
| – | – | 0.09% | 291 |
|
|
2018
Q2 | $293K | Buy |
+3,100
| New | +$293K | 0.1% | 283 |
|
|
2017
Q3 | – | Sell |
-2,191
| Closed | -$206K | – | 337 |
|
|
2017
Q2 | $206K | Buy |
+2,191
| New | +$206K | 0.07% | 340 |
|
|
2017
Q1 | – | Sell |
-2,259
| Closed | -$219K | – | 362 |
|
|
2016
Q4 | $219K | Hold |
2,259
| – | – | 0.08% | 317 |
|
|
2016
Q3 | $216K | Buy |
+2,259
| New | +$216K | 0.08% | 315 |
|
|
2015
Q4 | – | Sell |
-2,012
| Closed | -$218K | – | 261 |
|
|
2015
Q3 | $218K | Buy |
2,012
+230
| +13% | +$24.9K | 0.11% | 220 |
|
|
2015
Q2 | $202K | Sell |
1,782
-1,785
| -50% | -$202K | 0.09% | 244 |
|
|
2015
Q1 | $355K | Hold |
3,567
| – | – | 0.15% | 149 |
|
|
2014
Q4 | $309K | Buy |
+3,567
| New | +$309K | 0.14% | 154 |
|