Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 15, 2022

SELL
N/A
-11 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
N/A
-1,066 Reduced 98.98%
11 $1,000
Q2 2021

Aug 13, 2021

BUY
N/A
1,066 Added 9690.91%
1,077 $11,000
Q4 2020

Feb 09, 2021

BUY
N/A
11 New
11 $1,000
Q2 2020

Aug 04, 2020

SELL
N/A
-137 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
N/A
-54 Reduced 28.27%
137 $6,000
Q2 2019

Jul 30, 2019

BUY
N/A
23 Added 13.69%
191 $11,000
Q4 2018

Mar 26, 2019

BUY
N/A
168 New
168 $7,000
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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