LGWM
USAS
Litman Gregory Wealth Management’s Americas Gold and Silver USAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-396
| Closed | -$1K | – | 180 |
|
|
2021
Q1 | $1K | Hold |
396
| – | – | ﹤0.01% | 189 |
|
|
2020
Q4 | $1K | Hold |
396
| – | – | ﹤0.01% | 190 |
|
|
2020
Q3 | $1K | Hold |
396
| – | – | ﹤0.01% | 205 |
|
|
2020
Q2 | $1K | Hold |
396
| – | – | ﹤0.01% | 171 |
|
|
2020
Q1 | $1K | Hold |
396
| – | – | ﹤0.01% | 163 |
|
|
2019
Q4 | $1K | Hold |
396
| – | – | ﹤0.01% | 205 |
|
|
2019
Q3 | $1K | Hold |
396
| – | – | ﹤0.01% | 215 |
|
|
2019
Q2 | $1K | Buy |
+396
| New | +$1K | ﹤0.01% | 235 |
|