LGWM
Litman Gregory Wealth Management’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
6,766
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $360K | Hold |
6,766
| – | – | 0.03% | 108 |
|
|
2024
Q4 | $337K | Hold |
6,766
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $390K | Sell |
6,766
-934
| -12% | -$53.9K | 0.03% | 103 |
|
|
2024
Q2 | $430K | Hold |
7,700
| – | – | 0.04% | 94 |
|
|
2024
Q1 | $446K | Sell |
7,700
-700
| -8% | -$40.6K | 0.04% | 88 |
|
|
2023
Q4 | $476K | Hold |
8,400
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $468K | Sell |
8,400
-560
| -6% | -$31.2K | 0.05% | 86 |
|
|
2023
Q2 | $483K | Buy |
+8,960
| New | +$483K | 0.06% | 57 |
|
|
2023
Q1 | – | Sell |
-9,620
| Closed | -$549K | – | 58 |
|
|
2022
Q4 | $549K | Hold |
9,620
| – | – | 0.08% | 56 |
|
|
2022
Q3 | $476K | Sell |
9,620
-2,790
| -22% | -$138K | 0.08% | 50 |
|
|
2022
Q2 | $646K | Sell |
12,410
-528
| -4% | -$27.5K | 0.1% | 59 |
|
|
2022
Q1 | $812K | Buy |
12,938
+2,790
| +27% | +$175K | 0.12% | 49 |
|
|
2021
Q4 | $548K | Hold |
10,148
| – | – | 0.09% | 53 |
|
|
2021
Q3 | $521K | Buy |
10,148
+9,541
| +1,572% | +$490K | 0.1% | 51 |
|
|
2021
Q2 | $607 | Sell |
607
-11,032
| -95% | -$11K | 0.11% | 47 |
|
|
2021
Q1 | $585K | Hold |
11,639
| – | – | 0.11% | 45 |
|
|
2020
Q4 | $521K | Buy |
11,639
+55
| +0.5% | +$2.46K | 0.1% | 47 |
|
|
2020
Q3 | $435K | Hold |
11,584
| – | – | 0.09% | 47 |
|
|
2020
Q2 | $428K | Hold |
11,584
| – | – | 0.09% | 48 |
|
|
2020
Q1 | $358K | Buy |
+11,584
| New | +$358K | 0.09% | 48 |
|