Schubert & Co’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$4.12K | – | 829 |
|
|
2023
Q1 | $4.12K | Buy |
18
+8
| +80% | +$1.83K | ﹤0.01% | 540 |
|
|
2022
Q4 | $2.05K | Sell |
10
-12
| -55% | -$2.46K | ﹤0.01% | 864 |
|
|
2022
Q3 | $5K | Buy |
22
+2
| +10% | +$455 | ﹤0.01% | 402 |
|
|
2022
Q2 | $5K | Buy |
20
+14
| +233% | +$3.5K | ﹤0.01% | 365 |
|
|
2022
Q1 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 438 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 720 |
|