Liberty Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Liberty Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$71.11 - $75.78 $294,893 - $314,259	4,147 New	4,147 $309,000
Q4 2021 Feb 15, 2022	SELL	N/A	-315 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	1 Added 0.32%	315 $22,000
Q2 2021 Aug 13, 2021	SELL	N/A	-24,641 Reduced 98.74%	314 $25,000
Q2 2021 Aug 13, 2021	BUY	N/A	24,644 Added 7924.12%	24,955 $314,000
Q4 2020 Feb 09, 2021	BUY	N/A	1 Added 0.32%	311 $19,000
Q3 2020 Nov 05, 2020	BUY	N/A	2 Added 0.65%	310 $20,000
Q2 2020 Aug 04, 2020	BUY	N/A	1 Added 0.33%	308 $18,000
Q1 2020 Apr 27, 2020	BUY	N/A	1 Added 0.33%	307 $17,000
Q4 2019 Feb 05, 2020	BUY	N/A	202 Added 194.23%	306 $19,000
Q4 2018 Mar 26, 2019	BUY	N/A	104 New	104 $5,000

1,314

172M

13.4M

18.7M

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.