LGWM
Litman Gregory Wealth Management’s BlackRock Health Sciences Trust BME Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-853
| Closed | -$27K | – | 46 |
|
2016
Q4 | $27K | Sell |
853
-757
| -47% | -$24K | 0.02% | 39 |
|
2016
Q3 | $55K | Hold |
1,610
| – | – | 0.04% | 29 |
|
2016
Q2 | $57K | Hold |
1,610
| – | – | 0.05% | 27 |
|
2016
Q1 | $57K | Buy |
+1,610
| New | +$57K | 0.05% | 31 |
|