LGWM
Litman Gregory Wealth Management’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-499
| Closed | -$23K | – | 79 |
|
|
2021
Q1 | $23K | Hold |
499
| – | – | ﹤0.01% | 124 |
|
|
2020
Q4 | $18K | Hold |
499
| – | – | ﹤0.01% | 134 |
|
|
2020
Q3 | $13K | Hold |
499
| – | – | ﹤0.01% | 135 |
|
|
2020
Q2 | $10K | Hold |
499
| – | – | ﹤0.01% | 133 |
|
|
2020
Q1 | $7K | Buy |
+499
| New | +$7K | ﹤0.01% | 131 |
|