Jackson Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,583
| Closed | -$1.26M | – | 104 |
|
|
2022
Q2 | $1.26M | Sell |
4,583
-8,040
| -64% | -$2.21M | 0.58% | 41 |
|
|
2022
Q1 | $3.79M | Sell |
12,623
-1,779
| -12% | -$534K | 0.53% | 48 |
|
|
2021
Q4 | $4.28M | Buy |
14,402
+353
| +3% | +$105K | 0.54% | 54 |
|
|
2021
Q3 | $90K | Buy |
14,049
+120
| +0.9% | +$769 | 1.09% | 24 |
|
|
2021
Q2 | $4.79M | Buy |
13,929
+837
| +6% | +$288K | 0.61% | 45 |
|
|
2021
Q1 | $5.11M | Buy |
13,092
+828
| +7% | +$323K | 0.77% | 39 |
|
|
2020
Q4 | $3.59M | Buy |
+12,264
| New | +$3.59M | 0.49% | 52 |
|