Litman Gregory Wealth Management LLC Ishares Short Term National Mu Transaction History

Litman Gregory Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$103.24 - $105.0 $406,249 - $413,175	3,935 New	3,935 $409,000
Q4 2022 Jan 17, 2023	BUY	$102.5 - $104.49 $48,380 - $49,319	472 Added 9.61%	5,386 $0
Q2 2022 Jul 21, 2022	BUY	$103.31 - $104.87 $507,665 - $515,331	4,914 New	4,914 $514,000
Q2 2021 Jul 27, 2021	SELL	$107.66 - $108.01 $45,109 - $45,256	-419 Closed	0 $0
Q3 2019 Nov 06, 2019	BUY	$106.23 - $107.2 $10,835 - $10,934	102 Added 32.18%	419 $45,000
Q2 2019 Jul 31, 2019	BUY	$105.75 - $106.57 $33,522 - $33,782	317 New	317 $34,000

952

80.3M

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