GW Henssler & Associates’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,034
Closed -$403K 242
2021
Q1
$403K Hold
1,034
0.03% 144
2020
Q4
$303K Sell
1,034
-14
-1% -$4.1K 0.02% 168
2020
Q3
$239K Sell
1,048
-440
-30% -$100K 0.02% 178
2020
Q2
$225K Buy
+1,488
New +$225K 0.02% 165