Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-634
| Closed | -$201K | – | 190 |
|
|
2021
Q3 | $201K | Hold |
634
| – | – | 0.09% | 170 |
|
|
2021
Q2 | $218K | Sell |
634
-1
| -0.2% | -$344 | 0.12% | 159 |
|
|
2021
Q1 | $248K | Buy |
+635
| New | +$248K | 0.14% | 144 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$212K | – | 148 |
|
|
2020
Q2 | $212K | Buy |
+1,400
| New | +$212K | 0.18% | 129 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$206K | – | 147 |
|
|
2019
Q4 | $206K | Buy |
+1,400
| New | +$206K | 0.14% | 144 |
|