Tarbox Family Office’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27
| Closed | -$4K | – | 1181 |
|
|
2020
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $2K | Sell |
27
-18
| -40% | -$1.33K | ﹤0.01% | 667 |
|
|
2019
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $6K | Hold |
45
| – | – | ﹤0.01% | 427 |
|
|
2019
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 451 |
|