LGWM

Litman Gregory Wealth Management’s Bank of New York Mellon BK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-697	Closed	-$35K	–	172
2019 Q4	$35K	Hold	697	–	–	0.01%	104
2019 Q3	$32K	Sell	697 -697	-50%	-$32K	0.01%	89
2019 Q2	$62K	Buy	+1,394	New	+$62K	0.02%	81