Liberty Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Liberty Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$83.4 - $93.49 $157,792 - $176,883	-1,892 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$82.17 - $87.81 $75,678 - $80,873	921 Added 94.85%	1,892 $166,000
Q2 2021 Aug 13, 2021	SELL	$77.33 - $82.83 $6.15 Million - $6.58 Million	-79,477 Reduced 98.79%	971 $80,000
Q2 2021 Aug 13, 2021	BUY	$77.33 - $82.83 $6.18 Million - $6.61 Million	79,859 Added 13558.4%	80,448 $971,000
Q4 2020 Feb 09, 2021	BUY	$62.23 - $71.54 $11,014 - $12,662	177 Added 42.96%	589 $42,000
Q4 2019 Feb 05, 2020	BUY	$53.71 - $60.35 $16,757 - $18,829	312 Added 312.0%	412 $49,000
Q2 2019 Jul 30, 2019	SELL	N/A	-671 Reduced 87.03%	100 $11,000
Q4 2018 Mar 26, 2019	BUY	N/A	771 New	771 $71,000

574

26.1M

800

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