CX Institutional’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,551
Closed -$976K 544
2022
Q3
$976K Buy
4,551
+2,412
+113% +$517K 0.07% 267
2022
Q2
$588K Buy
+2,139
New +$588K 0.04% 312