First Trust Direct Indexing’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-844	Closed	-$268K	–	504
2024 Q3	$268K	Buy	+844	New	+$268K	0.01%	790
2021 Q1	–	Sell	-45	Closed	-$13K	–	711
2020 Q4	$13K	Buy	+45	New	+$13K	﹤0.01%	898