Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
2,000
$9.58 - $15.39 $19.2K - $30.8K
Colony Cr Real Estate Inc Com Cl A
Q3 2020 Filed on Nov 05, 2020
1,000
N/A
COTY
Coty Inc.

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
300
$2.65 - $4.45 $795 - $1.34K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q3 2020 Filed on Nov 05, 2020
138
$23.23 - $24.79 $3.21K - $3.42K
EPR
Epr Properties

Real Estate
Q3 2020 Filed on Nov 05, 2020
46
$26.62 - $34.42 $1.22K - $1.58K
INVA
Innoviva, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
150
$10.33 - $14.49 $1.55K - $2.17K
NFG
National Fuel Gas CO

Energy
Q3 2020 Filed on Nov 05, 2020
110
$39.77 - $45.82 $4.37K - $5.04K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2020 Filed on Nov 05, 2020
60
$22.59 - $34.19 $1.36K - $2.05K
Proshares Tr Ultrashrt S&P500
Q3 2020 Filed on Nov 05, 2020
20
N/A
SVC
Service Properties Trust

Real Estate
Q3 2020 Filed on Nov 05, 2020
200
$6.17 - $8.89 $1.23K - $1.78K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
2,000
$6.17 - $18.82 $12.3K - $37.6K
T Mobile Us Inc Rts Exp 07/27/2020
Q3 2020 Filed on Nov 05, 2020
51
N/A
TBPH
Theravance Biopharma, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
42
$14.79 - $22.49 $621 - $945
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2020 Filed on Nov 05, 2020
10
$34.56 - $38.91 $346 - $389
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2020 Filed on Nov 05, 2020
25
$20.09 - $23.24 $502 - $581
Frontier Communications Corp Com New
Q2 2020 Filed on Aug 04, 2020
7
N/A
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 04, 2020
1
$1.65 - $3.4 $1.65 - $3.4
KSS
Kohls Corp

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
444
$11.51 - $28.83 $5.11K - $12.8K
Varian Med Sys Inc Com
Q2 2020 Filed on Aug 04, 2020
18
N/A
MSI
Motorola Solutions, Inc.

Technology
Q2 2020 Filed on Aug 04, 2020
4
$126.09 - $158.32 $504 - $633
Tivo Corp Com
Q2 2020 Filed on Aug 04, 2020
351
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2020 Filed on Aug 04, 2020
753
$23.25 - $35.7 $17.5K - $26.9K
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Aug 04, 2020
278
$1.29 - $1.85 $359 - $514
Brookfield Property Reit Inc Cl A
Q2 2020 Filed on Aug 04, 2020
80
N/A
PBA
Pembina Pipeline Corp

Energy
Q2 2020 Filed on Aug 04, 2020
17
$16.63 - $28.5 $283 - $485
Pyxus Intl Inc Com
Q2 2020 Filed on Aug 04, 2020
50
N/A
Arconic Inc Com
Q2 2020 Filed on Aug 04, 2020
124
N/A
Aurora Cannabis Inc Com
Q2 2020 Filed on Aug 04, 2020
5,441
N/A
PCAR
Paccar Inc

Industrials
Q2 2020 Filed on Aug 04, 2020
29
$60.12 - $78.95 $1.74K - $2.29K
CAMP
Cal Amp Corp.

Technology
Q2 2020 Filed on Aug 04, 2020
404
$3.99 - $9.0 $1.61K - $3.64K
Carolina Finl Corp New Com
Q2 2020 Filed on Aug 04, 2020
203
N/A
Great Westn Bancorp Inc Com
Q2 2020 Filed on Aug 04, 2020
282
N/A
ARGO
Argo Group International Holdings, Ltd.

Financial Services
Q2 2020 Filed on Aug 04, 2020
116
$26.12 - $39.15 $3.03K - $4.54K
AKOB
Embotelladora Andina S.A. S B
Q2 2020 Filed on Aug 04, 2020
89
N/A
Sprint Corporation Com
Q2 2020 Filed on Aug 04, 2020
200
N/A
IMGN
Immuno Gen, Inc.

Healthcare
Q2 2020 Filed on Aug 04, 2020
71
$3.32 - $5.34 $236 - $379
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2020 Filed on Aug 04, 2020
136
N/A
DNOW
Now Inc.

Energy
Q2 2020 Filed on Aug 04, 2020
246
$4.76 - $9.05 $1.17K - $2.23K
FIDI
Fidelity Covington Tr

ETFs
Q2 2020 Filed on Aug 04, 2020
153
$13.84 - $17.69 $2.12K - $2.71K
United Technologies Corp Com
Q2 2020 Filed on Aug 04, 2020
1,570
N/A
Discovery Inc Com Ser A
Q2 2020 Filed on Aug 04, 2020
205
N/A
Gci Liberty Inc Com Class A
Q2 2020 Filed on Aug 04, 2020
16
N/A
Nuance Communications Inc Com
Q2 2020 Filed on Aug 04, 2020
286
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
485
$5.45 - $9.62 $2.64K - $4.67K
Allergan PLC Com
Q2 2020 Filed on Aug 04, 2020
2,797
N/A
PNR
Pentair PLC

Industrials
Q2 2020 Filed on Aug 04, 2020
107
$27.36 - $42.02 $2.93K - $4.5K
EWBC
East West Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 04, 2020
47
$22.78 - $43.07 $1.07K - $2.02K
MIDD
Middleby Corp

Industrials
Q2 2020 Filed on Aug 04, 2020
9
$48.56 - $87.78 $437 - $790
MTX
Minerals Technologies Inc

Basic Materials
Q2 2020 Filed on Aug 04, 2020
10
$31.91 - $55.42 $319 - $554
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