WCFA
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Walkner Condon Financial Advisors’s Lithia Motors LAD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-685
Closed -$217K 153
2021
Q3
$217K Buy
685
+2
+0.3% +$634 0.11% 132
2021
Q2
$233K Sell
683
-1
-0.1% -$341 0.09% 154
2021
Q1
$267K Buy
+684
New +$267K 0.1% 144