ICRM
Insight Capital Research & Management’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-34,334
| Closed | -$3.66M | – | 106 |
|
|
2015
Q4 | $3.66M | Sell |
34,334
-2,014
| -6% | -$215K | 1.07% | 44 |
|
|
2015
Q3 | $3.93M | Sell |
36,348
-1,693
| -4% | -$183K | 1.19% | 37 |
|
|
2015
Q2 | $4.31M | Buy |
+38,041
| New | +$4.31M | 1.14% | 39 |
|
|
2014
Q3 | – | Sell |
-65,512
| Closed | -$6.16M | – | 134 |
|
|
2014
Q2 | $6.16M | Buy |
+65,512
| New | +$6.16M | 1.41% | 25 |
|