LGWM
Litman Gregory Wealth Management’s RLI Corp RLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-645
| Closed | -$35K | – | 76 |
|
|
2017
Q2 | $35K | Hold |
645
| – | – | 0.02% | 39 |
|
|
2017
Q1 | $39K | Hold |
645
| – | – | 0.02% | 39 |
|
|
2016
Q4 | $41K | Hold |
645
| – | – | 0.03% | 35 |
|
|
2016
Q3 | $44K | Hold |
645
| – | – | 0.03% | 31 |
|
|
2016
Q2 | $44K | Hold |
645
| – | – | 0.04% | 29 |
|
|
2016
Q1 | $43K | Buy |
+645
| New | +$43K | 0.03% | 33 |
|
|
2014
Q3 | – | Sell |
-595
| Closed | -$27K | – | 19 |
|
|
2014
Q2 | $27K | Buy |
595
+2
| +0.3% | +$91 | 0.05% | 16 |
|
|
2014
Q1 | $26K | Buy |
593
+298
| +101% | +$13.1K | 0.03% | 21 |
|
|
2013
Q4 | $29K | Buy |
+295
| New | +$29K | 0.04% | 22 |
|