Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
10
$2067.01 - $2648.2 $20.7K - $26.5K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 15, 2022
1,162
$173.61 - $207.02 $202K - $241K
CNP
Centerpoint Energy Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
6,693
$24.9 - $28.09 $167K - $188K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2021 Filed on Feb 15, 2022
541
$109.26 - $123.86 $59.1K - $67K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
70
$74.42 - $85.34 $5.21K - $5.97K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
295
$41.95 - $48.7 $12.4K - $14.4K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
302
$46.01 - $53.02 $13.9K - $16K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
2,367
$52.76 - $60.06 $125K - $142K
DS
Drive Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
325
$1.43 - $2.86 $465 - $930
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
479
$69.13 - $81.02 $33.1K - $38.8K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Feb 15, 2022
187
$25.13 - $27.04 $4.7K - $5.06K
FTCS
First Trust Capital Strength E

ETFs
Q4 2021 Filed on Feb 15, 2022
238
$74.77 - $84.75 $17.8K - $20.2K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2021 Filed on Feb 15, 2022
104
$116.17 - $136.03 $12.1K - $14.1K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
788
$25.57 - $33.13 $20.1K - $26.1K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
25
$12.6 - $13.7 $315 - $343
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
505
$3.65 - $4.02 $1.84K - $2.03K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
3,160
$29.95 - $34.72 $94.6K - $110K
HSON
Hudson Global, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1
$15.55 - $30.84 $15.6 - $30.8
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 15, 2022
821
$44.53 - $46.0 $36.6K - $37.8K
SCJ
Ishares Msci Japan Small Cap E

ETFs
Q4 2021 Filed on Feb 15, 2022
750
$74.47 - $81.81 $55.9K - $61.4K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
36
$157.31 - $176.88 $5.66K - $6.37K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Feb 15, 2022
236
$70.21 - $77.4 $16.6K - $18.3K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Feb 15, 2022
603
$384.52 - $446.52 $232K - $269K
MEDP
Medpace Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
137
$182.74 - $227.9 $25K - $31.2K
Micro Focus Intl PLC
Q4 2021 Filed on Feb 15, 2022
1,029
N/A
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Feb 15, 2022
34
$66.38 - $96.17 $2.26K - $3.27K
MOV
Movado Group Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
950
$31.68 - $47.66 $30.1K - $45.3K
NOMD
Nomad Foods LTD

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
29
$23.83 - $28.79 $691 - $835
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
113
$102.55 - $132.2 $11.6K - $14.9K
POR
Portland General Electric CO

Utilities
Q4 2021 Filed on Feb 15, 2022
937
$47.29 - $52.92 $44.3K - $49.6K
PRU
Prudential Financial Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
70
$100.05 - $114.0 $7K - $7.98K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
34
$68.66 - $75.95 $2.33K - $2.58K
RF
Regions Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,472
$20.69 - $24.71 $51.1K - $61.1K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
14
$12.52 - $17.44 $175 - $244
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Feb 15, 2022
183
$51.25 - $51.8 $9.38K - $9.48K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2021 Filed on Feb 15, 2022
31
$31.85 - $32.4 $987 - $1K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
79
$106.55 - $109.3 $8.42K - $8.63K
TTM
Tata Motors LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
200
$22.34 - $34.94 $4.47K - $6.99K
TRTN
Triton International LTD

Industrials
Q4 2021 Filed on Feb 15, 2022
373
$52.64 - $62.99 $19.6K - $23.5K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 15, 2022
4,035
$35.73 - $48.36 $144K - $195K
VPU
Vanguard Utilities ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
209
$139.21 - $156.4 $29.1K - $32.7K
VRSN
Verisign Inc

Technology
Q4 2021 Filed on Feb 15, 2022
121
$204.67 - $255.93 $24.8K - $31K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
606
$162.55 - $221.63 $98.5K - $134K
WWD
Woodward, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
38
$102.67 - $120.52 $3.9K - $4.58K
ALLY
Ally Financial Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
62
$44.97 - $55.81 $2.79K - $3.46K
AFG
American Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
25
$127.47 - $145.68 $3.19K - $3.64K
AMH
American Homes 4 Rent

Real Estate
Q4 2021 Filed on Feb 15, 2022
53
$38.2 - $43.61 $2.02K - $2.31K
AUDC
Audiocodes LTD

Technology
Q4 2021 Filed on Feb 15, 2022
169
$32.22 - $37.0 $5.45K - $6.25K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
21
$1642.51 - $2104.04 $34.5K - $44.2K
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