EA
Ellsworth Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,451
| Closed | -$2.89M | – | 169 |
|
|
2022
Q3 | $2.89M | Buy |
13,451
+320
| +2% | +$68.7K | 1.24% | 39 |
|
|
2022
Q2 | $3.61M | Buy |
13,131
+131
| +1% | +$36K | 1.46% | 23 |
|
|
2022
Q1 | $4M | Buy |
13,000
+492
| +4% | +$151K | 1.41% | 30 |
|
|
2021
Q4 | $3.71M | Buy |
+12,508
| New | +$3.71M | 1.37% | 27 |
|