WIA
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Wealthstreet Investment Advisors’s Lithia Motors LAD Stock Holding History

Wealthstreet Investment Advisors’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,150
Closed -$478K – 348
2019
Q1 		$478K Sell
5,150
-150
-3% -$13K 0.06% 232
2018
Q4 		$464K Sell
5,300
-100
-2% -$7.91K 0.07% 225
2018
Q3 		$441K Hold
5,400
– – 0.05% 252
2018
Q2 		$511K Hold
5,400
– – 0.07% 235
2018
Q1 		$543K Hold
5,400
– – 0.07% 223
2017
Q4 		$613K Buy
+5,400
New +$628K 0.07% 208

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