IndexIQ Advisors’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 |
-2,561
| Closed | -$750K | – | 1232 |
|
|
2020
Q4 | $750K | Buy |
2,561
+265
| +12% | +$77.6K | 0.03% | 274 |
|
|
2020
Q3 | $523K | Buy |
2,296
+125
| +6% | +$28.5K | 0.02% | 263 |
|
|
2020
Q2 | $329K | Sell |
2,171
-199
| -8% | -$30.2K | 0.01% | 312 |
|
|
2020
Q1 | $194K | Sell |
2,370
-6,375
| -73% | -$522K | 0.01% | 353 |
|
|
2019
Q4 | $1.29M | Sell |
8,745
-2,776
| -24% | -$408K | 0.05% | 202 |
|
|
2019
Q3 | $1.53M | Sell |
11,521
-2,160
| -16% | -$286K | 0.05% | 204 |
|
|
2019
Q2 | $1.63M | Sell |
13,681
-3,527
| -20% | -$419K | 0.05% | 197 |
|
|
2019
Q1 | $1.6M | Sell |
17,208
-3,694
| -18% | -$343K | 0.05% | 236 |
|
|
2018
Q4 | $1.6M | Sell |
20,902
-1,713
| -8% | -$131K | 0.04% | 307 |
|
|
2018
Q3 | $1.85M | Buy |
22,615
+855
| +4% | +$69.8K | 0.06% | 361 |
|
|
2018
Q2 | $2.06M | Buy |
21,760
+1,707
| +9% | +$161K | 0.06% | 343 |
|
|
2018
Q1 | $2.02M | Buy |
+20,053
| New | +$2.02M | 0.06% | 275 |
|