Prudent Man Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-689
| Closed | -$237K | – | 219 |
|
|
2021
Q2 | $237K | Sell |
689
-131
| -16% | -$45.1K | 0.09% | 181 |
|
|
2021
Q1 | $320K | Sell |
820
-1
| -0.1% | -$390 | 0.13% | 125 |
|
|
2020
Q4 | $240K | Sell |
821
-663
| -45% | -$194K | 0.1% | 154 |
|
|
2020
Q3 | $338K | Sell |
1,484
-16
| -1% | -$3.64K | 0.18% | 103 |
|
|
2020
Q2 | $227K | Buy |
+1,500
| New | +$227K | 0.2% | 131 |
|