One 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
2018
Q3
Sell
-683
Closed -$65K 604
2018
Q2
$65K Hold
683
0.05% 242
2018
Q1
$69K Sell
683
-46
-6% -$4.65K 0.06% 221
2017
Q4
$83K Buy
+729
New +$83K 0.07% 223