Liberty Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Liberty Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $2.14 Million - $2.16 Million	-26,539 Reduced 90.64%	2,740 $222,000
Q2 2023 Aug 10, 2023	BUY	$81.05 - $82.41 $128,626 - $130,784	1,587 Added 5.73%	29,279 $2.37 Million
Q1 2023 May 03, 2023	BUY	$80.51 - $82.52 $2.23 Million - $2.29 Million	27,692 New	27,692 $2.28 Million
Q2 2021 Aug 13, 2021	SELL	$86.11 - $86.32 $861 - $863	-10 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$86.32 - $86.46 $1,467 - $1,469	-17 Reduced 62.96%	10 $0
Q2 2020 Aug 04, 2020	BUY	$86.48 - $86.8 $2,334 - $2,343	27 New	27 $2,000

1,206

232M

362K

186K

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Liberty Wealth Management LLC with notifications on news.