Miles Capital’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,541
| Closed | -$227K | – | 157 |
|
|
2019
Q4 | $227K | Sell |
1,541
-20
| -1% | -$2.95K | 0.18% | 154 |
|
|
2019
Q3 | $207K | Buy |
+1,561
| New | +$207K | 0.17% | 160 |
|
|
2018
Q2 | – | Sell |
-2,625
| Closed | -$264K | – | 200 |
|
|
2018
Q1 | $264K | Buy |
+2,625
| New | +$264K | 0.15% | 141 |
|
|
2014
Q1 | – | Sell |
-8,401
| Closed | -$583K | – | 111 |
|
|
2013
Q4 | $583K | Buy |
8,401
+1,408
| +20% | +$97.7K | 0.29% | 76 |
|
|
2013
Q3 | $510K | Sell |
6,993
-1,701
| -20% | -$124K | 0.29% | 62 |
|
|
2013
Q2 | $463K | Buy |
+8,694
| New | +$463K | 0.21% | 82 |
|