M3Sixty Small Cap Growth Fund LAD Holdings History
Number of Shares
521.00
Current Holdings Value*
$179,450.00
% of Portfolio
1.82%
Total Estimate Gain
$19,855.66
% of Total Estimate Gain
12.22%
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 $350.09, M3Sixty Small Cap Growth Fund's estimated gain on his LAD holdings is $19,855.66, reflecting a 12.22% gain to date.
M3Sixty Small Cap Growth Fund LAD ($350.09) Holding Chart
M3Sixty Small Cap Growth Fund LAD ($350.09) 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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