Trust Company of Vermont’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$2.07K | – | 856 |
|
|
2023
Q3 | $2.07K | Sell |
7
-465
| -99% | -$137K | ﹤0.01% | 753 |
|
|
2023
Q2 | $144K | Sell |
472
-67
| -12% | -$20.4K | 0.01% | 350 |
|
|
2023
Q1 | $123K | Buy |
539
+28
| +5% | +$6.41K | 0.01% | 370 |
|
|
2022
Q4 | $105K | Hold |
511
| – | – | 0.01% | 376 |
|
|
2022
Q3 | $110K | Hold |
511
| – | – | 0.01% | 372 |
|
|
2022
Q2 | $140K | Buy |
+511
| New | +$140K | 0.01% | 335 |
|