Number of Shares
521.00
Current Holdings Value*
$179,450.00
% of Portfolio
1.82%
Total Estimate Gain
$17,839.39
% of Total Estimate Gain
10.98%

M3Sixty Small Cap Growth Fund's Lithia Motors Inc Holding Summary

As of 2025-02-28, M3Sixty Small Cap Growth Fund held 521.00 shares of Lithia Motors Inc(LAD), totaling $179,450.00. This investment constitutes 1.82% of their stock portfolio, and M3Sixty Small Cap Growth Fund now holds 0% of the outstanding Lithia Motors Inc(LAD) stock.

The initial trade took place in 2023Q3. And since then M3Sixty Small Cap Growth Fund has made 5 purchases of LAD, at an average price of $311.98, for a total of 521.00 shares. Based on historical transaction data and LAD's current price of $346.22, M3Sixty Small Cap Growth Fund's estimated gain on his LAD holdings is $17,839.39, reflecting a 10.98% gain to date.

M3Sixty Small Cap Growth Fund LAD ($346.22) Holding Chart

M3Sixty Small Cap Growth Fund LAD ($346.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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