Harvest Group Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 394 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 494 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 684 |
|
|
2020
Q1 | $0 | Sell |
4
-28
| -88% | – | ﹤0.01% | 760 |
|
|
2019
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 458 |
|
|
2019
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 506 |
|