Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 04, 2020

SELL
N/A
-416 Closed
0 $0
Q1 2020

Apr 27, 2020

BUY
N/A
149 Added 55.81%
416 $4,000
Q4 2019

Feb 05, 2020

SELL
N/A
-69 Reduced 20.54%
267 $4,000
Q3 2019

Oct 30, 2019

SELL
N/A
-320 Reduced 48.78%
336 $4,000
Q2 2019

Jul 30, 2019

BUY
N/A
656 New
656 $10,000
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.