PWA
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Principia Wealth Advisory’s Lithia Motors LAD Stock Holding History

Principia Wealth Advisory’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$608 – 976
2025
Q1 		$608 Buy
+2
New +$608 ﹤0.01% 520