Gerstein Fisher’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-13,459
| Closed | -$957K | – | 438 |
|
|
2016
Q2 | $957K | Sell |
13,459
-11
| -0.1% | -$782 | 0.13% | 150 |
|
|
2016
Q1 | $1.18M | Sell |
13,470
-29
| -0.2% | -$2.53K | 0.16% | 122 |
|
|
2015
Q4 | $1.44M | Hold |
13,499
| – | – | 0.2% | 105 |
|
|
2015
Q3 | $1.46M | Hold |
13,499
| – | – | 0.22% | 99 |
|
|
2015
Q2 | $1.53M | Hold |
13,499
| – | – | 0.25% | 92 |
|
|
2015
Q1 | $1.34M | Buy |
13,499
+11
| +0.1% | +$1.09K | 0.22% | 100 |
|
|
2014
Q4 | $1.18M | Sell |
13,488
-11
| -0.1% | -$960 | 0.19% | 110 |
|
|
2014
Q3 | $1.02M | Buy |
13,499
+3,111
| +30% | +$236K | 0.18% | 112 |
|
|
2014
Q2 | $977K | Buy |
10,388
+144
| +1% | +$13.5K | 0.19% | 105 |
|
|
2014
Q1 | $681K | Sell |
10,244
-10,244
| -50% | -$681K | 0.14% | 130 |
|
|
2013
Q4 | $7.82M | Buy |
+20,488
| New | +$7.82M | 0.29% | 91 |
|