United Capital Financial Advisors’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,797
Closed -$718K 1340
2018
Q3
$718K Buy
8,797
+2,175
+33% +$178K 0.01% 864
2018
Q2
$626K Buy
+6,622
New +$626K ﹤0.01% 882