Veritable’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$238K Buy
2022
Q3
Sell
2022
Q2
$350K Buy
2022
Q1
$376K Sell
2021
Q4
$404K Buy
2021
Q3
$227K Sell
2021
Q2
$268K Sell
2021
Q1
$332K Sell
2020
Q4
$253K Sell
2020
Q3
$213K Buy