LGWM

Litman Gregory Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-278	Closed	-$16K	–	173
2021 Q1	$16K	Hold	278	–	–	﹤0.01%	142
2020 Q4	$16K	Hold	278	–	–	﹤0.01%	142
2020 Q3	$15K	Hold	278	–	–	﹤0.01%	131
2020 Q2	$14K	Hold	278	–	–	﹤0.01%	123
2020 Q1	$13K	Hold	278	–	–	﹤0.01%	116
2019 Q4	$16K	Hold	278	–	–	﹤0.01%	133
2019 Q3	$16K	Hold	278	–	–	﹤0.01%	125
2019 Q2	$15K	Hold	278	–	–	﹤0.01%	148
2019 Q1	$15K	Hold	278	–	–	﹤0.01%	98
2018 Q4	$13K	Hold	278	–	–	﹤0.01%	108
2018 Q3	$14K	Buy	+278	New	+$14K	﹤0.01%	83