McClarren Financial Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-252
| Closed | – | – | 307 |
|
|
2024
Q2 | $0 | Buy |
252
+250
| +12,500% | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 320 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 415 |
|