Coe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,000
| Closed | -$600K | – | 87 |
|
|
2017
Q1 | $600K | Buy |
7,000
+220
| +3% | +$18.9K | 0.72% | 55 |
|
|
2016
Q4 | $657K | Sell |
6,780
-12,818
| -65% | -$1.24M | 0.85% | 44 |
|
|
2016
Q3 | $1.67M | Sell |
19,598
-40,823
| -68% | -$3.47M | 0.54% | 57 |
|
|
2016
Q2 | $4.29M | Buy |
+60,421
| New | +$4.29M | 1.48% | 10 |
|