Fortis Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,357
| Closed | -$769K | – | 114 |
|
|
2023
Q1 | $769K | Buy |
3,357
+716
| +27% | +$164K | 0.31% | 58 |
|
|
2022
Q4 | $541K | Sell |
2,641
-245
| -8% | -$50.2K | 0.4% | 55 |
|
|
2022
Q3 | $619K | Buy |
2,886
+201
| +7% | +$43.1K | 0.53% | 56 |
|
|
2022
Q2 | $738K | Buy |
2,685
+114
| +4% | +$31.3K | 0.73% | 41 |
|
|
2022
Q1 | $772K | Buy |
2,571
+395
| +18% | +$119K | 0.39% | 54 |
|
|
2021
Q4 | $646K | Sell |
2,176
-5,487
| -72% | -$1.63M | 0.33% | 55 |
|
|
2021
Q3 | $2.43M | Buy |
+7,663
| New | +$2.43M | 1.29% | 19 |
|