Psagot Value Holdings’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$329K | – | 339 |
|
|
2023
Q4 | $329K | Hold |
1,000
| – | – | 0.14% | 119 |
|
|
2023
Q3 | $299K | Hold |
1,000
| – | – | 0.15% | 111 |
|
|
2023
Q2 | $303K | Buy |
1,000
+150
| +18% | +$45.5K | 0.15% | 121 |
|
|
2023
Q1 | $190K | Hold |
850
| – | – | 0.08% | 180 |
|
|
2022
Q4 | $174K | Hold |
850
| – | – | 0.05% | 209 |
|
|
2022
Q3 | $182K | Buy |
+850
| New | +$182K | 0.05% | 198 |
|