Ergoteles’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 |
-872
| Closed | -$265K | – | 484 |
|
|
2023
Q2 | $265K | Sell |
872
-6,931
| -89% | -$2.11M | 0.01% | 794 |
|
|
2023
Q1 | $1.79M | Buy |
+7,803
| New | +$1.79M | 0.07% | 308 |
|
|
2022
Q4 | – | Sell |
-14,456
| Closed | -$3.1M | – | 1689 |
|
|
2022
Q3 | $3.1M | Buy |
+14,456
| New | +$3.1M | 0.11% | 189 |
|
|
2022
Q2 | – | Sell |
-825
| Closed | -$248K | – | 1833 |
|
|
2022
Q1 | $248K | Sell |
825
-1,025
| -55% | -$308K | 0.01% | 908 |
|
|
2021
Q4 | $549K | Buy |
+1,850
| New | +$549K | 0.02% | 607 |
|
|
2021
Q3 | – | Sell |
-73,301
| Closed | -$25.2M | – | 1465 |
|
|
2021
Q2 | $25.2M | Buy |
+73,301
| New | +$25.2M | 0.58% | 25 |
|