Liberty Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Liberty Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $254,115 - $296,241	5,051 Added 108.34%	9,713 $567,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $243,449 - $262,517	4,662 New	4,662 $245,000
Q4 2021 Feb 15, 2022	SELL	$52.99 - $58.74 $40,378 - $44,759	-762 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$52.32 - $55.93 $104 - $111	2 Added 0.26%	762 $40,000
Q2 2021 Aug 13, 2021	SELL	$49.77 - $52.97 $1.96 Million - $2.09 Million	-39,471 Reduced 98.11%	760 $40,000
Q2 2021 Aug 13, 2021	BUY	$49.77 - $52.97 $2 Million - $2.13 Million	40,231 New	40,231 $760,000

630

85M

949K

700

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