Kore Private Wealth’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-85
| Closed | -$12K | – | 720 |
|
|
2020
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 746 |
|
|
2019
Q4 | $12K | Buy |
+85
| New | +$12K | ﹤0.01% | 714 |
|
|
2019
Q2 | – | Sell |
-85
| Closed | -$8K | – | 541 |
|
|
2019
Q1 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 668 |
|