Litman Gregory Wealth Management LLC PIMCO Dynamic Credit and Mortgage Inc Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	N/A	-21,500 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	N/A	21,019 Added 4369.85%	21,500 $454,000
Q2 2021 Jul 27, 2021	SELL	N/A	-21,019 Reduced 97.76%	481 $481,000
Q1 2021 May 10, 2021	SELL	N/A	-1,260 Reduced 5.54%	21,500 $479,000
Q4 2020 Feb 05, 2021	BUY	N/A	1,633 Added 7.73%	22,760 $483,000
Q3 2020 Nov 03, 2020	SELL	N/A	-2,133 Reduced 9.17%	21,127 $424,000
Q2 2020 Jul 31, 2020	SELL	N/A	-2,750 Reduced 10.57%	23,260 $429,000
Q1 2020 Apr 28, 2020	SELL	N/A	-4,072 Reduced 13.54%	26,010 $437,000
Q4 2019 Jan 30, 2020	SELL	N/A	-2,250 Reduced 6.96%	30,082 $758,000
Q3 2019 Nov 06, 2019	SELL	N/A	-2,500 Reduced 7.18%	32,332 $791,000
Q2 2019 Jul 31, 2019	SELL	N/A	-5,875 Reduced 14.43%	34,832 $832,000
Q1 2019 Apr 30, 2019	SELL	N/A	-16,025 Reduced 28.25%	40,707 $954,000
Q4 2018 Feb 01, 2019	BUY	N/A	56,732 New	56,732 $1.19 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.