Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Litman Gregory Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$70.31 - $80.24 $281,240 - $320,960	-4,000 Reduced 21.39%	14,700 $1.05 Million
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $721,344 - $786,624	9,600 Added 105.49%	18,700 $1.48 Million
Q4 2021 Feb 10, 2022	BUY	$74.93 - $80.86 $415,861 - $448,773	5,550 Added 156.34%	9,100 $736,000
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $263,516 - $277,361	3,550 New	3,550 $264,000
Q2 2021 Jul 27, 2021	SELL	$73.32 - $77.65 $140,041 - $148,311	-1,910 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $92,315 - $107,558	1,460 Added 324.44%	1,910 $139,000
Q4 2020 Feb 05, 2021	BUY	$54.8 - $65.16 $24,660 - $29,322	450 New	450 $29,000

1,751

275M

1.92M

1.16M

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