Litman Gregory Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Litman Gregory Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$52.72 - $55.84 $445,220 - $471,568	-8,445 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$55.82 - $56.81 $471,399 - $479,760	8,445 New	8,445 $474,000
Q2 2021 Jul 27, 2021	SELL	$56.38 - $57.16 $67,374 - $68,306	-1,195 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$55.04 - $58.78 $39,628 - $42,321	-720 Reduced 37.6%	1,195 $70,000
Q4 2019 Jan 30, 2020	BUY	$54.79 - $56.05 $104,922 - $107,335	1,915 New	1,915 $105,000

399

181M

1.2K

16.7K

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