Liberty Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Liberty Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$71.13 - $76.45 $2,418 - $2,599	-34 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$69.93 - $74.13 $69 - $74	1 Added 3.03%	34 $2,000
Q2 2021 Aug 13, 2021	SELL	$69.41 - $73.87 $160,267 - $170,565	-2,309 Reduced 98.59%	33 $2,000
Q2 2021 Aug 13, 2021	BUY	$69.41 - $73.87 $160,059 - $170,344	2,306 Added 6405.56%	2,342 $33,000
Q4 2020 Feb 09, 2021	BUY	$53.17 - $62.19 $1,914 - $2,238	36 New	36 $2,000

726

163M

2.8K

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.