CrestPoint 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
Q4 | $852K | Sell |
7,500
-1,200
| -14% | -$136K | 0.47% | 77 |
|
|
2017
Q3 | $1.05M | Sell |
8,700
-100
| -1% | -$12K | 0.47% | 74 |
|
|
2017
Q2 | $829K | Sell |
8,800
-200
| -2% | -$18.8K | 0.39% | 89 |
|
|
2017
Q1 | $771K | Buy |
+9,000
| New | +$771K | 0.37% | 100 |
|
|
2016
Q1 | – | Sell |
-2,600
| Closed | -$277K | – | 231 |
|
|
2015
Q4 | $277K | Buy |
2,600
+700
| +37% | +$74.6K | 0.16% | 154 |
|
|
2015
Q3 | $205K | Buy |
+1,900
| New | +$205K | 0.12% | 183 |
|