Loring Wolcott & Coolidge Fiduciary Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-325
| Closed | -$27K | – | 619 |
|
|
2020
Q1 | $27K | Hold |
325
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $48K | Hold |
325
| – | – | ﹤0.01% | 422 |
|
|
2019
Q3 | $43K | Hold |
325
| – | – | ﹤0.01% | 421 |
|
|
2019
Q2 | $39K | Hold |
325
| – | – | ﹤0.01% | 424 |
|
|
2019
Q1 | $30K | Hold |
325
| – | – | ﹤0.01% | 469 |
|
|
2018
Q4 | $24K | Buy |
+325
| New | +$24K | ﹤0.01% | 488 |
|