Waldron Private Wealth’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 |
-3,885
| Closed | -$833K | – | 436 |
|
|
2022
Q4 | $833K | Hold |
3,885
| – | – | 0.05% | 176 |
|
|
2022
Q3 | $833K | Sell |
3,885
-19
| -0.5% | -$4.07K | 0.05% | 176 |
|
|
2022
Q2 | $1.07M | Buy |
3,904
+20
| +0.5% | +$5.49K | 0.06% | 161 |
|
|
2022
Q1 | $1.17M | Buy |
3,884
+3
| +0.1% | +$900 | 0.06% | 166 |
|
|
2021
Q4 | $1.15M | Buy |
+3,881
| New | +$1.15M | 0.06% | 158 |
|