LGWM
Litman Gregory Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,167
| Closed | -$90K | – | 162 |
|
|
2021
Q1 | $90K | Hold |
1,167
| – | – | 0.02% | 81 |
|
|
2020
Q4 | $83K | Hold |
1,167
| – | – | 0.02% | 81 |
|
|
2020
Q3 | $67K | Hold |
1,167
| – | – | 0.01% | 89 |
|
|
2020
Q2 | $72K | Buy |
+1,167
| New | +$72K | 0.02% | 78 |
|
|
2020
Q1 | – | Sell |
-648
| Closed | -$97K | – | 201 |
|
|
2019
Q4 | $97K | Buy |
648
+467
| +258% | +$69.9K | 0.02% | 78 |
|
|
2019
Q3 | $25K | Sell |
181
-193
| -52% | -$26.7K | 0.01% | 98 |
|
|
2019
Q2 | $49K | Buy |
+374
| New | +$49K | 0.01% | 90 |
|
|
2018
Q2 | – | Sell |
-712
| Closed | -$90K | – | 157 |
|
|
2018
Q1 | $90K | Buy |
+712
| New | +$90K | 0.04% | 54 |
|