YorkBridge Wealth Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-935
| Closed | -$257K | – | 291 |
|
|
2022
Q2 | $257K | Sell |
935
-167
| -15% | -$45.9K | 0.07% | 227 |
|
|
2022
Q1 | $331K | Buy |
1,102
+159
| +17% | +$47.8K | 0.07% | 217 |
|
|
2021
Q4 | $280K | Buy |
+943
| New | +$280K | 0.06% | 240 |
|
|
2018
Q3 | – | Sell |
-235
| Closed | -$22K | – | 805 |
|
|
2018
Q2 | $22K | Buy |
235
+59
| +34% | +$5.52K | 0.01% | 518 |
|
|
2018
Q1 | $18K | Buy |
176
+25
| +17% | +$2.56K | 0.01% | 555 |
|
|
2017
Q4 | $17K | Sell |
151
-20
| -12% | -$2.25K | 0.01% | 560 |
|
|
2017
Q3 | $21K | Sell |
171
-30
| -15% | -$3.68K | 0.01% | 515 |
|
|
2017
Q2 | $19K | Hold |
201
| – | – | 0.01% | 522 |
|
|
2017
Q1 | $18K | Buy |
201
+189
| +1,575% | +$16.9K | 0.01% | 530 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 834 |
|