TWA
TCI Wealth Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$7.1K | – | 1288 |
|
|
2023
Q1 | $7.1K | Sell |
31
-7
| -18% | -$1.6K | ﹤0.01% | 1294 |
|
|
2022
Q4 | $7.78K | Hold |
38
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q3 | $8K | Buy |
38
+2
| +6% | +$421 | ﹤0.01% | 1160 |
|
|
2022
Q2 | $10K | Hold |
36
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $11K | Hold |
36
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q4 | $11K | Sell |
36
-32
| -47% | -$9.78K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $22K | Hold |
68
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $23K | Sell |
68
-16
| -19% | -$5.41K | ﹤0.01% | 553 |
|
|
2021
Q1 | $33K | Buy |
84
+48
| +133% | +$18.9K | 0.01% | 439 |
|
|
2020
Q4 | $11K | Hold |
36
| – | – | ﹤0.01% | 603 |
|
|
2020
Q3 | $8K | Hold |
36
| – | – | ﹤0.01% | 617 |
|
|
2020
Q2 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 735 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$2K | – | 1627 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1090 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1536 |
|
|
2018
Q3 | $1K | Sell |
10
-7
| -41% | -$700 | ﹤0.01% | 1243 |
|
|
2018
Q2 | $2K | Buy |
17
+10
| +143% | +$1.18K | ﹤0.01% | 1093 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1166 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1159 |
|
|
2016
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1344 |
|
|
2016
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 953 |
|