Magnus Financial Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-717
| Closed | -$210K | – | 296 |
|
2020
Q4 | $210K | Buy |
+717
| New | +$210K | 0.02% | 294 |
|
2020
Q3 | – | Sell |
-2,657
| Closed | -$402K | – | 478 |
|
2020
Q2 | $402K | Buy |
+2,657
| New | +$402K | 0.04% | 221 |
|
2020
Q1 | – | Sell |
-1,787
| Closed | -$263K | – | 626 |
|
2019
Q4 | $263K | Hold |
1,787
| – | – | 0.04% | 360 |
|
2019
Q3 | $237K | Hold |
1,787
| – | – | 0.04% | 372 |
|
2019
Q2 | $212K | Buy |
+1,787
| New | +$212K | 0.04% | 430 |
|