Disciplined Investments’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$2.13K | – | 883 |
|
|
2023
Q2 | $2.13K | Hold |
7
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $1.6K | Buy |
7
+1
| +17% | +$229 | ﹤0.01% | 766 |
|
|
2022
Q4 | $1.23K | Buy |
6
+1
| +20% | +$205 | ﹤0.01% | 814 |
|
|
2022
Q3 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 967 |
|
|
2022
Q2 | $2K | Buy |
7
+1
| +17% | +$286 | ﹤0.01% | 680 |
|
|
2022
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 727 |
|