Pinnacle Financial Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,540
| Closed | -$222K | – | 284 |
|
|
2016
Q1 | $222K | Buy |
2,540
+160
| +7% | +$14K | 0.06% | 218 |
|
|
2015
Q4 | $254K | Buy |
2,380
+35
| +1% | +$3.74K | 0.08% | 211 |
|
|
2015
Q3 | $254K | Buy |
2,345
+165
| +8% | +$17.9K | 0.08% | 189 |
|
|
2015
Q2 | $247K | Hold |
2,180
| – | – | 0.08% | 192 |
|
|
2015
Q1 | $217K | Buy |
+2,180
| New | +$217K | 0.07% | 197 |
|