SWS
SYSTM Wealth Solutions’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-102
| Closed | -$30.7K | – | 825 |
|
|
2024
Q1 | $30.7K | Sell |
102
-295
| -74% | -$88.8K | ﹤0.01% | 649 |
|
|
2023
Q4 | $131K | Buy |
+397
| New | +$131K | 0.02% | 425 |
|
|
2023
Q3 | – | Sell |
-754
| Closed | -$229K | – | 480 |
|
|
2023
Q2 | $229K | Buy |
+754
| New | +$229K | 0.03% | 433 |
|