LGWM
Litman Gregory Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18
| Closed | -$6K | – | 137 |
|
|
2021
Q1 | $6K | Hold |
18
| – | – | ﹤0.01% | 161 |
|
|
2020
Q4 | $6K | Hold |
18
| – | – | ﹤0.01% | 160 |
|
|
2020
Q3 | $6K | Hold |
18
| – | – | ﹤0.01% | 170 |
|
|
2020
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 146 |
|
|
2020
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 142 |
|
|
2019
Q4 | $5K | Sell |
18
-81
| -82% | -$22.5K | ﹤0.01% | 169 |
|
|
2019
Q3 | $27K | Sell |
99
-80
| -45% | -$21.8K | 0.01% | 94 |
|
|
2019
Q2 | $47K | Buy |
+179
| New | +$47K | 0.01% | 92 |
|