Wealthspire Advisors (Maryland)’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-63
| Closed | -$6K | – | 1316 |
|
|
2019
Q1 | $6K | Buy |
63
+4
| +7% | +$381 | ﹤0.01% | 1753 |
|
|
2018
Q4 | $5K | Sell |
59
-44
| -43% | -$3.73K | ﹤0.01% | 1731 |
|
|
2018
Q3 | $8K | Sell |
103
-2
| -2% | -$155 | ﹤0.01% | 1609 |
|
|
2018
Q2 | $10K | Hold |
105
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q1 | $11K | Hold |
105
| – | – | ﹤0.01% | 1527 |
|
|
2017
Q4 | $12K | Buy |
105
+50
| +91% | +$5.71K | ﹤0.01% | 1517 |
|
|
2017
Q3 | $7K | Buy |
55
+7
| +15% | +$891 | ﹤0.01% | 1690 |
|
|
2017
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 1767 |
|