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Confluence Wealth Services’s Lithia Motors LAD Stock Holding History

Confluence Wealth Services’s Portfolio LAD Stock Details LAD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12
Closed -$3K – 738
2021
Q4 		$3K Buy
+12
New +$3K ﹤0.01% 1113