Financial Gravity Asset Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 861 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 645 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$1.21K | – | 487 |
|
|
2020
Q1 | $1.21K | Buy |
15
+7
| +88% | +$565 | ﹤0.01% | 453 |
|
|
2019
Q4 | $147K | Hold |
8
| – | – | 0.1% | 191 |
|
|
2019
Q3 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 1052 |
|
|
2019
Q2 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1484 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1128 |
|