Integrated Wealth Concepts’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-690	Closed	-$208K	–	1686
2024 Q1	$208K	Sell	690 -48	-7%	-$14.4K	﹤0.01%	1506
2023 Q4	$243K	Buy	738 +24	+3%	+$7.9K	﹤0.01%	1368
2023 Q3	$211K	Sell	714 -132	-16%	-$39K	﹤0.01%	1385
2023 Q2	$257K	Buy	+846	New	+$257K	﹤0.01%	1302