Pathstone Family Office’s Lithia Motors LAD Stock Holding History

Pathstone Family Office’s Portfolio LAD Stock Details LAD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$681K	Buy
2023 Q2	$531K	Sell
2023 Q1	$437K	Sell
2022 Q4	$964K	Buy
2022 Q3	$829K	Buy
2022 Q2	–	Sell
2022 Q1	$313K	Buy
2021 Q1	–	Sell
2020 Q4	$0	Hold
2020 Q3	$0	Sell
2020 Q2	$0	Buy