LGWM
FLXR
Litman Gregory Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
5,230
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $205K | Sell |
5,230
-1,174
| -18% | -$46K | 0.02% | 136 |
|
|
2024
Q4 | $248K | Hold |
6,404
| – | – | 0.02% | 120 |
|
|
2024
Q3 | $255K | Sell |
6,404
-1,459
| -19% | -$58.1K | 0.02% | 123 |
|
|
2024
Q2 | $300K | Buy |
+7,863
| New | +$300K | 0.03% | 110 |
|