Focused Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$917 | – | 199 |
|
|
2024
Q1 | $917 | Hold |
3
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 833 |
|
|
2023
Q3 | $897 | Hold |
3
| – | – | ﹤0.01% | 824 |
|
|
2023
Q2 | $922 | Hold |
3
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $693 | Hold |
3
| – | – | ﹤0.01% | 879 |
|
|
2022
Q4 | $618 | Hold |
3
| – | – | ﹤0.01% | 889 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 798 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 849 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 856 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 842 |
|