LGWM
Litman Gregory Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-474
| Closed | -$474 | – | 77 |
|
|
2021
Q2 | $474 | Buy |
+474
| New | +$474 | 0.09% | 53 |
|
|
2019
Q2 | – | Sell |
-57
| Closed | -$9K | – | 242 |
|
|
2019
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 108 |
|
|
2018
Q4 | $8K | Hold |
57
| – | – | ﹤0.01% | 118 |
|
|
2018
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 87 |
|
|
2018
Q2 | $8K | Hold |
57
| – | – | ﹤0.01% | 76 |
|
|
2018
Q1 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 144 |
|