Wealthstreet Investment Advisors’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 |
-5,150
| Closed | -$478K | – | 348 |
|
|
2019
Q1 | $478K | Sell |
5,150
-150
| -3% | -$13.9K | 0.06% | 232 |
|
|
2018
Q4 | $464K | Sell |
5,300
-100
| -2% | -$8.76K | 0.07% | 225 |
|
|
2018
Q3 | $441K | Hold |
5,400
| – | – | 0.05% | 252 |
|
|
2018
Q2 | $511K | Hold |
5,400
| – | – | 0.07% | 235 |
|
|
2018
Q1 | $543K | Hold |
5,400
| – | – | 0.07% | 223 |
|
|
2017
Q4 | $613K | Buy |
+5,400
| New | +$613K | 0.07% | 208 |
|