LGWM

Litman Gregory Wealth Management’s Confluent CFLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-30,000	Closed	-$697K	–	79
2022 Q2	$697K	Hold	30,000	–	–	0.1%	56
2022 Q1	$1.23M	Buy	+30,000	New	+$1.23M	0.18%	45