Howe & Rusling’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21
| Closed | -$5K | – | 702 |
|
|
2022
Q3 | $5K | Buy |
21
+6
| +40% | +$1.43K | ﹤0.01% | 666 |
|
|
2022
Q2 | $4K | Sell |
15
-1
| -6% | -$267 | ﹤0.01% | 703 |
|
|
2022
Q1 | $5K | Hold |
16
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 674 |
|
|
2021
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 618 |
|
|
2021
Q1 | $6K | Sell |
16
-3
| -16% | -$1.13K | ﹤0.01% | 571 |
|
|
2020
Q4 | $6K | Sell |
19
-4
| -17% | -$1.26K | ﹤0.01% | 571 |
|
|
2020
Q3 | $5K | Sell |
23
-6
| -21% | -$1.3K | ﹤0.01% | 548 |
|
|
2020
Q2 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 563 |
|