Trek Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Trek Financial, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$26.82 - $30.58 $676,534 - $771,380	25,225 New	25,225 $709,000
Q1 2024 May 14, 2024	BUY	$25.76 - $28.68 $654,716 - $728,930	25,416 New	25,416 $728,000
Q3 2023 Nov 14, 2023	BUY	$27.07 - $28.93 $965,072 - $1.03 Million	35,651 Added 248.27%	50,011 $1.45 Million
Q2 2023 Aug 11, 2023	BUY	$25.84 - $27.71 $371,062 - $397,915	14,360 New	14,360 $396,000
Q4 2022 Feb 13, 2023	SELL	$29.03 - $34.79 $40,119 - $48,079	-1,382 Reduced 1.31%	104,369 $3.04 Million
Q3 2022 Nov 14, 2022	BUY	$30.87 - $34.56 $3.26 Million - $3.65 Million	105,751 New	105,751 $3.59 Million

206

32.2M

23.1K

11.1K

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