Litman Gregory Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Litman Gregory Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 27, 2021	SELL	$50.53 - $56.06 $126,375 - $140,206	-2,501 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$42.36 - $53.44 $11,310 - $14,268	267 Added 11.95%	2,501 $127,000
Q1 2020 Apr 28, 2020	SELL	$22.56 - $40.75 $33,794 - $61,043	-1,498 Reduced 40.14%	2,234 $58,000
Q4 2019 Jan 30, 2020	BUY	$36.37 - $40.34 $135,732 - $150,548	3,732 New	3,732 $150,000

428

122M

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