Turner Investments’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,500
| Closed | -$301K | – | 50 |
|
|
2017
Q3 | $301K | Buy |
+2,500
| New | +$301K | 1.36% | 25 |
|
|
2016
Q1 | – | Sell |
-8,750
| Closed | -$933K | – | 234 |
|
|
2015
Q4 | $933K | Sell |
8,750
-7,250
| -45% | -$773K | 0.19% | 147 |
|
|
2015
Q3 | $1.73M | Sell |
16,000
-9,450
| -37% | -$1.02M | 0.35% | 96 |
|
|
2015
Q2 | $2.88M | Buy |
25,450
+3,660
| +17% | +$414K | 0.53% | 65 |
|
|
2015
Q1 | $2.17M | Buy |
21,790
+8,790
| +68% | +$874K | 0.39% | 85 |
|
|
2014
Q4 | $1.13M | Sell |
13,000
-14,331
| -52% | -$1.24M | 0.13% | 253 |
|
|
2014
Q3 | $2.07M | Sell |
27,331
-5,420
| -17% | -$410K | 0.12% | 239 |
|
|
2014
Q2 | $3.08M | Sell |
32,751
-6,970
| -18% | -$656K | 0.14% | 208 |
|
|
2014
Q1 | $2.64M | Sell |
39,721
-85,900
| -68% | -$5.71M | 0.07% | 284 |
|
|
2013
Q4 | $8.72M | Buy |
125,621
+32,201
| +34% | +$2.24M | 0.16% | 193 |
|
|
2013
Q3 | $6.82M | Buy |
+93,420
| New | +$6.82M | 0.11% | 238 |
|