USA Financial Formulas’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-167
| Closed | -$65K | – | 411 |
|
|
2021
Q1 | $65K | Sell |
167
-13
| -7% | -$5.06K | 0.05% | 191 |
|
|
2020
Q4 | $53K | Buy |
180
+35
| +24% | +$10.3K | 0.04% | 176 |
|
|
2020
Q3 | $33K | Buy |
+145
| New | +$33K | 0.02% | 145 |
|
|
2020
Q1 | – | Sell |
-1,752
| Closed | -$258K | – | 277 |
|
|
2019
Q4 | $258K | Sell |
1,752
-577
| -25% | -$85K | 0.11% | 108 |
|
|
2019
Q3 | $308K | Buy |
+2,329
| New | +$308K | 0.12% | 106 |
|