Glassman Wealth Services’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$1.65K | – | 1064 |
|
|
2023
Q4 | $1.65K | Sell |
5
-1
| -17% | -$329 | ﹤0.01% | 1402 |
|
|
2023
Q3 | $1.77K | Hold |
6
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q2 | $1.83K | Buy |
6
+4
| +200% | +$1.22K | ﹤0.01% | 1283 |
|
|
2023
Q1 | $458 | Buy |
+2
| New | +$458 | ﹤0.01% | 1634 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 1847 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1452 |
|