LITMAN GREGORY FDS TR - IMGP BERKSHIRE (BDVG)

Historical Portfolio Holders from Q2 2023 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / IMGP BERKSHIRE
Shares, excl. options Q1 2024
261 K
Holdings value Q1 2024
$2.96 M
Value change Q1 2024
+$2.33 M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
6
Number of buys Q1 2024
6
Number of sells Q1 2024
-1
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
53700T751
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 261 K $2.96 M +$2.33 M $11.32 6
2023 Q4 55.2 K $576 K -$39.8 K $10.44 4
2023 Q3 59 K $571 K +$413 K $9.67 5
2023 Q2 16.3 K $167 K +$167 K $10.21 2