Piedmont Investment Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,652
| Closed | -$524K | – | 1107 |
|
|
2019
Q1 | $524K | Buy |
5,652
+295
| +6% | +$27.4K | 0.02% | 508 |
|
|
2018
Q4 | $409K | Buy |
5,357
+16
| +0.3% | +$1.22K | 0.02% | 543 |
|
|
2018
Q3 | $436K | Sell |
5,341
-234
| -4% | -$19.1K | 0.02% | 598 |
|
|
2018
Q2 | $527K | Buy |
5,575
+441
| +9% | +$41.7K | 0.03% | 427 |
|
|
2018
Q1 | $516K | Buy |
5,134
+196
| +4% | +$19.7K | 0.01% | 406 |
|
|
2017
Q4 | $561K | Sell |
4,938
-295
| -6% | -$33.5K | 0.01% | 380 |
|
|
2017
Q3 | $630K | Buy |
5,233
+93
| +2% | +$11.2K | 0.01% | 363 |
|
|
2017
Q2 | $484K | Buy |
+5,140
| New | +$484K | 0.01% | 427 |
|
|
2016
Q4 | – | Sell |
-6,021
| Closed | -$575K | – | 687 |
|
|
2016
Q3 | $575K | Buy |
6,021
+6,000
| +28,571% | +$573K | 0.01% | 281 |
|
|
2016
Q2 | $1.49K | Hold |
21
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $1.83K | Buy |
+21
| New | +$1.83K | ﹤0.01% | 333 |
|