WFG Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1480 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1408 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1479 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1472 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1425 |
|
|
2015
Q4 | $1K | Sell |
10
-55
| -85% | -$5.5K | ﹤0.01% | 1464 |
|
|
2015
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 1267 |
|
|
2015
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 1312 |
|
|
2014
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 1587 |
|
|
2014
Q3 | $5K | Buy |
65
+55
| +550% | +$4.23K | ﹤0.01% | 1648 |
|
|
2014
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1891 |
|
|
2014
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1886 |
|
|
2013
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2096 |
|