Veritable’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-783
| Closed | -$238K | – | 451 |
|
|
2023
Q2 | $238K | Buy |
+783
| New | +$238K | ﹤0.01% | 783 |
|
|
2022
Q3 | – | Sell |
-1,272
| Closed | -$350K | – | 849 |
|
|
2022
Q2 | $350K | Buy |
1,272
+20
| +2% | +$5.5K | 0.01% | 626 |
|
|
2022
Q1 | $376K | Sell |
1,252
-107
| -8% | -$32.1K | 0.01% | 636 |
|
|
2021
Q4 | $404K | Buy |
1,359
+643
| +90% | +$191K | 0.01% | 617 |
|
|
2021
Q3 | $227K | Sell |
716
-64
| -8% | -$20.3K | ﹤0.01% | 792 |
|
|
2021
Q2 | $268K | Sell |
780
-71
| -8% | -$24.4K | ﹤0.01% | 719 |
|
|
2021
Q1 | $332K | Sell |
851
-13
| -2% | -$5.07K | 0.01% | 622 |
|
|
2020
Q4 | $253K | Sell |
864
-69
| -7% | -$20.2K | ﹤0.01% | 676 |
|
|
2020
Q3 | $213K | Buy |
+933
| New | +$213K | ﹤0.01% | 679 |
|