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Litman Gregory Wealth Management’s Polaris PII Stock Holding History

Litman Gregory Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-269
Closed -$27K – 197
2019
Q4 		$27K Hold
269
– – 0.01% 110
2019
Q3 		$24K Sell
269
-270
-50% -$24.1K 0.01% 101
2019
Q2 		$49K Buy
+539
New +$49K 0.01% 89