Portola Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $594K | Sell |
5,250
-600
| -10% | -$67.9K | 0.79% | 45 |
|
|
2015
Q1 | $582K | Sell |
5,850
-250
| -4% | -$24.9K | 0.72% | 44 |
|
|
2014
Q4 | $529K | Hold |
6,100
| – | – | 0.59% | 52 |
|
|
2014
Q3 | $462K | Sell |
6,100
-50
| -0.8% | -$3.79K | 0.46% | 58 |
|
|
2014
Q2 | $579K | Hold |
6,150
| – | – | 0.48% | 57 |
|
|
2014
Q1 | $409K | Sell |
6,150
-2,000
| -25% | -$133K | 0.38% | 62 |
|
|
2013
Q4 | $566K | Sell |
8,150
-11,050
| -58% | -$767K | 0.36% | 56 |
|
|
2013
Q3 | $1.4M | Buy |
+19,200
| New | +$1.4M | 0.85% | 41 |
|