Harvest Fund Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-161
| Closed | -$44K | – | 824 |
|
|
2022
Q2 | $44K | Hold |
161
| – | – | 0.01% | 429 |
|
|
2022
Q1 | $48K | Hold |
161
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $47K | Hold |
161
| – | – | 0.01% | 470 |
|
|
2021
Q3 | $51K | Sell |
161
-228
| -59% | -$72.2K | 0.01% | 398 |
|
|
2021
Q2 | $137K | Hold |
389
| – | – | 0.01% | 209 |
|
|
2021
Q1 | $151K | Hold |
389
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $113K | Buy |
389
+177
| +83% | +$51.4K | 0.01% | 228 |
|
|
2020
Q3 | $59K | Buy |
+212
| New | +$59K | ﹤0.01% | 357 |
|
|
2019
Q4 | – | Sell |
-569
| Closed | -$75K | – | 452 |
|
|
2019
Q3 | $75K | Buy |
+569
| New | +$75K | 0.01% | 227 |
|