Harvest Investment Services’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,773
| Closed | -$1.13M | – | 173 |
|
|
2022
Q1 | $1.13M | Sell |
3,773
-65
| -2% | -$19.5K | 0.68% | 48 |
|
|
2021
Q4 | $1.14M | Sell |
3,838
-84
| -2% | -$24.9K | 0.48% | 53 |
|
|
2021
Q3 | $1.24M | Buy |
3,922
+918
| +31% | +$291K | 0.51% | 56 |
|
|
2021
Q2 | $1.03M | Buy |
3,004
+579
| +24% | +$199K | 0.43% | 59 |
|
|
2021
Q1 | $945K | Sell |
2,425
-645
| -21% | -$251K | 0.43% | 63 |
|
|
2020
Q4 | $898K | Buy |
3,070
+689
| +29% | +$202K | 0.46% | 55 |
|
|
2020
Q3 | $542K | Buy |
+2,381
| New | +$542K | 0.31% | 80 |
|