SWA
SOA Wealth Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$229 | – | 963 |
|
|
2023
Q1 | $229 | Hold |
1
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $205 | Hold |
1
| – | – | ﹤0.01% | 904 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 913 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 930 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 931 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 946 |
|