Liberty Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Liberty Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $3.99 Million - $4.22 Million	52,595 New	52,595 $68,000
Q1 2023 May 03, 2023	BUY	$70.28 - $78.03 $494,419 - $548,941	7,035 New	7,035 $514,000
Q1 2022 May 09, 2022	SELL	$75.14 - $81.94 $205,207 - $223,778	-2,731 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$74.93 - $80.86 $204,633 - $220,828	2,731 New	2,731 $220,000
Q2 2020 Aug 04, 2020	SELL	$43.56 - $56.5 $34,151 - $44,296	-784 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$54.39 - $55.76 $42,641 - $43,715	784 New	784 $43,000

1,760

276M

1.92M

1.16M

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