YorkBridge Wealth Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $22K | Buy |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $21K | Sell |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $18K | Buy |
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|
2016
Q4 | $1K | Buy |
|