World Asset Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $401K | Sell |
1,266
-7
| -0.5% | -$2.22K | 0.04% | 478 |
|
|
2021
Q2 | $437K | Hold |
1,273
| – | – | 0.04% | 474 |
|
|
2021
Q1 | $489K | Sell |
1,273
-129
| -9% | -$49.6K | 0.04% | 451 |
|
|
2020
Q4 | $410K | Buy |
1,402
+10
| +0.7% | +$2.92K | 0.04% | 485 |
|
|
2020
Q3 | $317K | Sell |
1,392
-31
| -2% | -$7.06K | 0.03% | 524 |
|
|
2020
Q2 | $215K | Buy |
+1,423
| New | +$215K | 0.02% | 682 |
|
|
2020
Q1 | – | Sell |
-1,455
| Closed | -$214K | – | 1006 |
|
|
2019
Q4 | $214K | Sell |
1,455
-193
| -12% | -$28.4K | 0.01% | 956 |
|
|
2019
Q3 | $218K | Buy |
+1,648
| New | +$218K | 0.01% | 989 |
|