LGWM
DBEH
Litman Gregory Wealth Management’s iMGP DBi Hedge Strategy ETF DBEH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68,015
| Closed | -$1.84M | – | 143 |
|
|
2024
Q2 | $1.84M | Buy |
68,015
+11,500
| +20% | +$311K | 0.16% | 55 |
|
|
2024
Q1 | $1.54M | Hold |
56,515
| – | – | 0.14% | 61 |
|
|
2023
Q4 | $1.5M | Sell |
56,515
-21,000
| -27% | -$558K | 0.14% | 59 |
|
|
2023
Q3 | $2.04M | Hold |
77,515
| – | – | 0.21% | 53 |
|
|
2023
Q2 | $2.07M | Buy |
+77,515
| New | +$2.07M | 0.26% | 33 |
|
|
2023
Q1 | – | Sell |
-62,515
| Closed | -$1.6M | – | 110 |
|
|
2022
Q4 | $1.6M | Buy |
62,515
+4,785
| +8% | +$122K | 0.22% | 35 |
|
|
2022
Q3 | $1.48M | Buy |
57,730
+19,200
| +50% | +$492K | 0.24% | 32 |
|
|
2022
Q2 | $999K | Buy |
+38,530
| New | +$999K | 0.15% | 49 |
|