Fieldpoint Private Securities’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $123K | Sell |
448
-65
| -13% | -$17.8K | 0.04% | 329 |
|
|
2022
Q1 | $154K | Buy |
513
+10
| +2% | +$3K | 0.03% | 350 |
|
|
2021
Q4 | $149K | Sell |
503
-5
| -1% | -$1.48K | 0.03% | 365 |
|
|
2021
Q3 | $161K | Buy |
508
+186
| +58% | +$58.9K | 0.04% | 347 |
|
|
2021
Q2 | $119K | Sell |
322
-3
| -0.9% | -$1.11K | 0.03% | 386 |
|
|
2021
Q1 | $127K | Sell |
325
-61
| -16% | -$23.8K | 0.03% | 363 |
|
|
2020
Q4 | $113K | Buy |
+386
| New | +$113K | 0.03% | 387 |
|
|
2017
Q4 | – | Sell |
-474
| Closed | -$57K | – | 487 |
|
|
2017
Q3 | $57K | Buy |
+474
| New | +$57K | 0.02% | 361 |
|