LGWM
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Litman Gregory Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-39,000
Closed -$6.41M 20
2014
Q1
$6.41M Buy
+39,000
New +$6.41M 7.71% 6
2013
Q3
Sell
-54,600
Closed -$8.11M 12
2013
Q2
$8.11M Buy
+54,600
New +$8.11M 9.05% 2