Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MMT
Mfs Multimarket Income Trust

Financial Services
Q2 2020 Filed on Aug 04, 2020
711
$4.65 - $5.86 $3.31K - $4.17K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
425
$6.53 - $8.79 $2.78K - $3.74K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
1
$287.25 - $430.91 $287 - $431
PGEN
Precigen, Inc.

Healthcare
Q2 2020 Filed on Aug 04, 2020
100
$2.16 - $5.46 $216 - $546
SUI
Sun Communities Inc

Real Estate
Q2 2020 Filed on Aug 04, 2020
7
$106.75 - $147.74 $747 - $1.03K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
408
$7.06 - $8.6 $2.88K - $3.51K
ERC
Allspring Multi Sector Income Fund

Financial Services
Q2 2020 Filed on Aug 04, 2020
343
$8.67 - $11.33 $2.97K - $3.89K
Mcdermott International Inc Com
Q1 2020 Filed on Apr 27, 2020
166
N/A
Intrexon Corp Com
Q1 2020 Filed on Apr 27, 2020
100
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
306
$4.81 - $18.1 $1.47K - $5.54K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 27, 2020
737
N/A
Spdr Series Trust Spdr S&P Oil &Gas Equip &Svcs ETF
Q1 2020 Filed on Apr 27, 2020
384
N/A
BIG
Big Lots Inc

Consumer Defensive
Q1 2020 Filed on Apr 27, 2020
142
$10.64 - $30.06 $1.51K - $4.27K
Callon Petroleum CO Com
Q1 2020 Filed on Apr 27, 2020
1,771
N/A
GVA
Granite Construction Inc

Industrials
Q1 2020 Filed on Apr 27, 2020
272
$10.1 - $28.51 $2.75K - $7.75K
MTDR
Matador Resources CO

Energy
Q1 2020 Filed on Apr 27, 2020
445
$1.2 - $19.66 $534 - $8.75K
America First Multifamily Inv Ben Unit Ctf
Q1 2020 Filed on Apr 27, 2020
4,250
N/A
Changyou Com LTD Ads Rep Cl A
Q1 2020 Filed on Apr 27, 2020
85
N/A
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q1 2020 Filed on Apr 27, 2020
228
$5.85 - $15.36 $1.33K - $3.5K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
205
$56.23 - $101.24 $11.5K - $20.8K
PACW
Pacwest Bancorp

Financial Services
Q1 2020 Filed on Apr 27, 2020
75
$14.14 - $38.24 $1.06K - $2.87K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
311
$9.27 - $18.41 $2.88K - $5.73K
Grubhub Inc Com
Q1 2020 Filed on Apr 27, 2020
171
N/A
Td Ameritrade Hldg Corp Com
Q1 2020 Filed on Apr 27, 2020
55
N/A
Sanofi Contgnt Val Rts Exp 12/31/2020
Q1 2020 Filed on Apr 27, 2020
100
N/A
HFWA
Heritage Financial Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
307
$18.12 - $28.31 $5.56K - $8.69K
KBR
Kbr, Inc.

Industrials
Q1 2020 Filed on Apr 27, 2020
202
$13.08 - $31.29 $2.64K - $6.32K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
Q1 2020 Filed on Apr 27, 2020
33
$0.98 - $4.0 $32.3 - $132
RYN
Rayonier Inc

Real Estate
Q1 2020 Filed on Apr 27, 2020
104
$18.71 - $32.8 $1.95K - $3.41K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
93
$12.26 - $25.13 $1.14K - $2.34K
Aircastle Limited Com Stk
Q1 2020 Filed on Apr 27, 2020
452
N/A
Aqua America Inc
Q1 2020 Filed on Apr 27, 2020
11
N/A
ES
Eversource Energy

Utilities
Q1 2020 Filed on Apr 27, 2020
20
$62.23 - $98.54 $1.24K - $1.97K
Jp Morgan Exchange Traded Fd Betabuldr Deve
Q1 2020 Filed on Apr 27, 2020
299
N/A
Jp Morgan Exchange Traded Fd Betabuldrs Cda
Q1 2020 Filed on Apr 27, 2020
656
N/A
Jp Morgan Exchange Traded Fd Betbuld Europe
Q1 2020 Filed on Apr 27, 2020
877
N/A
Jp Morgan Exchange Traded Fd Betbuld Japan
Q1 2020 Filed on Apr 27, 2020
970
N/A
NI
Nisource Inc.

Utilities
Q1 2020 Filed on Apr 27, 2020
43
$20.86 - $30.21 $897 - $1.3K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q1 2020 Filed on Apr 27, 2020
40
$15.87 - $32.99 $635 - $1.32K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2020 Filed on Apr 27, 2020
142
$23.56 - $68.17 $3.35K - $9.68K
Habit Restaurants Inc Com Cl A
Q1 2020 Filed on Apr 27, 2020
578
N/A
Liberty Property Trust Com
Q1 2020 Filed on Apr 27, 2020
40
N/A
R
Ryder System Inc

Industrials
Q1 2020 Filed on Apr 27, 2020
247
$25.07 - $56.0 $6.19K - $13.8K
Seaspan Corporation Com Stk
Q1 2020 Filed on Apr 27, 2020
143
N/A
TEX
Terex Corp

Industrials
Q1 2020 Filed on Apr 27, 2020
195
$12.47 - $30.17 $2.43K - $5.88K
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2020 Filed on Apr 27, 2020
16
$6.58 - $34.07 $105 - $545
CMS
Cms Energy Corp

Utilities
Q1 2020 Filed on Apr 27, 2020
128
$48.51 - $68.86 $6.21K - $8.81K
Cosan LTD Com Stk
Q1 2020 Filed on Apr 27, 2020
66
N/A
EHC
Encompass Health Corp

Healthcare
Q1 2020 Filed on Apr 27, 2020
12
$39.83 - $65.88 $478 - $791
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