LGWM
Litman Gregory Wealth Management’s Gentex GNTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-611
| Closed | -$22K | – | 109 |
|
|
2021
Q1 | $22K | Sell |
611
-3,259
| -84% | -$117K | ﹤0.01% | 126 |
|
|
2020
Q4 | $131K | Buy |
3,870
+352
| +10% | +$11.9K | 0.02% | 69 |
|
|
2020
Q3 | $91K | Sell |
3,518
-90
| -2% | -$2.33K | 0.02% | 76 |
|
|
2020
Q2 | $93K | Hold |
3,608
| – | – | 0.02% | 71 |
|
|
2020
Q1 | $80K | Buy |
+3,608
| New | +$80K | 0.02% | 68 |
|