LGWM
SOR

Litman Gregory Wealth Management’s Source Capital SOR Stock Holding History

Litman Gregory Wealth Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$5.28M Buy
2022
Q1 		$5.47M Buy
2021
Q4 		$4.68M Buy
2021
Q3 		$4.08M Buy
2021
Q2 		$4.07K Sell
2021
Q1 		$3.12M Buy
2020
Q4 		$2.53M Buy
2020
Q3 		$1.4M Buy