U.S. Global Investors (USGI)’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,000
| Closed | -$454K | – | 296 |
|
|
2014
Q3 | $454K | Sell |
6,000
-4,000
| -40% | -$303K | 0.13% | 116 |
|
|
2014
Q2 | $941K | Buy |
+10,000
| New | +$941K | 0.2% | 82 |
|
|
2013
Q4 | – | Sell |
-6,000
| Closed | -$438K | – | 287 |
|
|
2013
Q3 | $438K | Sell |
6,000
-4,000
| -40% | -$292K | 0.07% | 118 |
|
|
2013
Q2 | $533K | Buy |
+10,000
| New | +$533K | 0.09% | 113 |
|