Liberty Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Liberty Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$44.78 - $49.41 $4.28 Million - $4.72 Million	95,570 New	95,570 $4.62 Million
Q4 2021 Feb 15, 2022	SELL	$51.9 - $57.29 $186,528 - $205,900	-3,594 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $184,596 - $196,850	3,583 Added 32572.73%	3,594 $374,000
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $55,086 - $58,927	-1,133 Reduced 99.04%	11 $1,000
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $55,621 - $59,499	1,144 New	1,144 $11,000
Q3 2020 Nov 05, 2020	SELL	$37.26 - $43.03 $4,992 - $5,766	-134 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$29.25 - $38.76 $3,919 - $5,193	134 New	134 $10,000

1,353

349M

34.3K

1.2K

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