Valley Wealth Managers’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-350
| Closed | -$71.7K | – | 414 |
|
|
2022
Q4 | $71.7K | Sell |
350
-374
| -52% | -$76.6K | 0.01% | 209 |
|
|
2022
Q3 | $155K | Hold |
724
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $199K | Sell |
724
-219
| -23% | -$60.2K | 0.02% | 181 |
|
|
2022
Q1 | $283K | Buy |
943
+48
| +5% | +$14.4K | 0.02% | 164 |
|
|
2021
Q4 | $266K | Buy |
895
+127
| +17% | +$37.7K | 0.02% | 175 |
|
|
2021
Q3 | $243K | Buy |
+768
| New | +$243K | 0.02% | 174 |
|