Shares

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

Aug 04, 2020

SELL
N/A
-2,797 Closed
0 $0
Q1 2020

Apr 27, 2020

SELL
N/A
-50 Reduced 1.76%
2,797 $495,000
Q4 2019

Feb 05, 2020

BUY
N/A
2,585 Added 986.64%
2,847 $544,000
Q3 2019

Oct 30, 2019

BUY
N/A
5 Added 1.95%
262 $44,000
Q2 2019

Jul 30, 2019

BUY
N/A
67 Added 35.26%
257 $43,000
Q1 2019

Apr 18, 2019

BUY
N/A
99 Added 108.79%
190 $27,000
Q4 2018

Mar 26, 2019

BUY
N/A
91 New
91 $12,000
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.