Liberty Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Liberty Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$53.63 - $54.52 $14,694 - $14,938	-274 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$53.9 - $54.6 $791,575 - $801,855	-14,686 Reduced 98.17%	274 $15,000
Q2 2021 Aug 13, 2021	BUY	$53.9 - $54.6 $791,952 - $802,237	14,693 Added 5503.0%	14,960 $274,000
Q4 2019 Feb 05, 2020	SELL	$53.21 - $54.14 $113,443 - $115,426	-2,132 Reduced 88.87%	267 $14,000
Q3 2019 Oct 30, 2019	BUY	$53.15 - $53.86 $113,528 - $115,044	2,136 Added 812.17%	2,399 $129,000
Q4 2018 Mar 26, 2019	BUY	N/A	263 New	263 $13,000

628

82.5M

100

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