Liberty Wealth Management LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Liberty Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$28.37 - $30.32 $20,937 - $22,376	-738 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$29.34 - $30.85 $632,277 - $664,817	-21,550 Reduced 96.69%	738 $22,000
Q2 2021 Aug 13, 2021	BUY	$29.34 - $30.85 $632,277 - $664,817	21,550 Added 2920.05%	22,288 $738,000
Q4 2020 Feb 09, 2021	SELL	$23.53 - $27.91 $14,612 - $17,332	-621 Reduced 45.7%	738 $20,000
Q3 2020 Nov 05, 2020	BUY	$22.74 - $24.92 $14,121 - $15,475	621 Added 84.15%	1,359 $33,000
Q3 2019 Oct 30, 2019	BUY	$23.97 - $24.43 $5,896 - $6,009	246 Added 50.0%	738 $18,000
Q4 2018 Mar 26, 2019	BUY	N/A	492 New	492 $16,000

229

42.1M

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Liberty Wealth Management LLC with notifications on news.