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True Wealth Design’s Lithia Motors LAD Stock Holding History

True Wealth Design’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 		$1.35K Buy
4
+2
+100% +$676 ﹤0.01% 1344
2025
Q1 		$588 Buy
+2
New +$588 ﹤0.01% 1482