Liberty Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Liberty Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$18.01 - $21.78 $303,432 - $366,949	16,848 New	16,848 $328,000
Q4 2021 Feb 15, 2022	SELL	$22.99 - $26.35 $896 - $1,027	-39 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$22.84 - $24.92 $890 - $971	39 New	39 $2,000
Q3 2020 Nov 05, 2020	SELL	$16.99 - $18.73 $2,973 - $3,277	-175 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$14.77 - $20.35 $14 - $20	1 Added 0.57%	175 $6,000
Q1 2020 Apr 27, 2020	BUY	$13.54 - $24.27 $2,355 - $4,222	174 New	174 $6,000
Q4 2019 Feb 05, 2020	SELL	$22.24 - $24.07 $6,627 - $7,172	-298 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$23.18 - $23.61 $6,907 - $7,035	298 New	298 $14,000

533

175M

22.2K

84.6K

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