Liberty Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Liberty Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$48.55 - $50.78 $5.82 Million - $6.09 Million	119,974 New	119,974 $6.05 Million
Q4 2021 Feb 15, 2022	SELL	$55.82 - $56.81 $2,567 - $2,613	-46 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$56.59 - $57.62 $2,603 - $2,650	46 New	46 $3,000
Q3 2020 Nov 05, 2020	SELL	$58.56 - $58.96 $17,685 - $17,805	-302 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$58.18 - $58.86 $5,527 - $5,591	95 Added 45.89%	302 $18,000
Q1 2020 Apr 27, 2020	BUY	$55.04 - $58.78 $11,393 - $12,167	207 New	207 $12,000

399

181M

1.2K

16.7K

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