Kestra Private Wealth Services’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	-1,118	Closed	-$354K	–	1009
2021 Q3	$354K	Buy	1,118 +177	+19%	+$56K	0.02%	643
2021 Q2	$323K	Sell	941 -30	-3%	-$10.3K	0.02%	649
2021 Q1	$379K	Buy	+971	New	+$379K	0.03%	530