Israel Discount Bank of New York’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-347
| Closed | -$32K | – | 227 |
|
|
2019
Q1 | $32K | Hold |
347
| – | – | 0.02% | 278 |
|
|
2018
Q4 | $26K | Hold |
347
| – | – | 0.02% | 287 |
|
|
2018
Q3 | $28K | Sell |
347
-345
| -50% | -$27.8K | 0.02% | 302 |
|
|
2018
Q2 | $65K | Hold |
692
| – | – | 0.04% | 205 |
|
|
2018
Q1 | $70K | Hold |
692
| – | – | 0.05% | 201 |
|
|
2017
Q4 | $79K | Hold |
692
| – | – | 0.05% | 169 |
|
|
2017
Q3 | $83K | Hold |
692
| – | – | 0.06% | 164 |
|
|
2017
Q2 | $65K | Sell |
692
-10
| -1% | -$939 | 0.05% | 205 |
|
|
2017
Q1 | $60K | Buy |
702
+100
| +17% | +$8.55K | 0.05% | 211 |
|
|
2016
Q4 | $58K | Buy |
+602
| New | +$58K | 0.05% | 236 |
|