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Sheets Smith Wealth Management’s Lithia Motors LAD Stock Holding History

Sheets Smith Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,212
Closed -$384K – 390
2021
Q3 		$384K Hold
1,212
– – 0.05% 257
2021
Q2 		$416K Hold
1,212
– – 0.06% 251
2021
Q1 		$473K Hold
1,212
– – 0.07% 213
2020
Q4 		$355K Buy
+1,212
New +$355K 0.05% 255