Hanseatic Management Services’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,343
| Closed | -$462K | – | 161 |
|
2021
Q2 | $462K | Buy |
1,343
+44
| +3% | +$15.1K | 0.87% | 42 |
|
2021
Q1 | $507K | Buy |
1,299
+36
| +3% | +$14.1K | 1.01% | 29 |
|
2020
Q4 | $370K | Buy |
1,263
+54
| +4% | +$15.8K | 0.8% | 45 |
|
2020
Q3 | $276K | Buy |
+1,209
| New | +$276K | 0.62% | 50 |
|
2016
Q1 | – | Sell |
-8,216
| Closed | -$876K | – | 276 |
|
2015
Q4 | $876K | Buy |
+8,216
| New | +$876K | 0.3% | 109 |
|
2014
Q4 | – | Sell |
-554
| Closed | -$42K | – | 364 |
|
2014
Q3 | $42K | Buy |
+554
| New | +$42K | 0.02% | 170 |
|