Hudson Edge Investment Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,431
| Closed | -$554K | – | 143 |
|
|
2020
Q3 | $554K | Sell |
2,431
-2,188
| -47% | -$499K | 0.22% | 91 |
|
|
2020
Q2 | $699K | Sell |
4,619
-565
| -11% | -$85.5K | 0.23% | 67 |
|
|
2020
Q1 | $424K | Buy |
5,184
+326
| +7% | +$26.7K | 0.16% | 82 |
|
|
2019
Q4 | $714K | Buy |
4,858
+380
| +8% | +$55.9K | 0.19% | 77 |
|
|
2019
Q3 | $593K | Sell |
4,478
-1,099
| -20% | -$146K | 0.17% | 76 |
|
|
2019
Q2 | $662K | Buy |
5,577
+720
| +15% | +$85.5K | 0.19% | 64 |
|
|
2019
Q1 | $450K | Sell |
4,857
-2,215
| -31% | -$205K | 0.14% | 76 |
|
|
2018
Q4 | $540K | Sell |
7,072
-141
| -2% | -$10.8K | 0.17% | 71 |
|
|
2018
Q3 | $589K | Buy |
+7,213
| New | +$589K | 0.1% | 96 |
|