JOYN Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-54
| Closed | -$4K | – | 806 |
|
|
2018
Q4 | $4K | Sell |
54
-7
| -11% | -$519 | ﹤0.01% | 1313 |
|
|
2018
Q3 | $5K | Buy |
61
+11
| +22% | +$902 | ﹤0.01% | 1188 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 864 |
|