Arkadios Wealth Advisors’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-302
Closed -$95K 1230
2021
Q3
$95K Hold
302
0.01% 702
2021
Q2
$103K Hold
302
0.01% 714
2021
Q1
$117K Sell
302
-41
-12% -$15.9K 0.02% 502
2020
Q4
$100K Buy
+343
New +$100K 0.02% 437