Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2019 Filed on Jul 30, 2019
5
N/A
KEP
Korea Electric Power Corp

Utilities
Q2 2019 Filed on Jul 30, 2019
136
$10.42 - $13.2 $1.42K - $1.8K
CMC
Commercial Metals CO

Basic Materials
Q2 2019 Filed on Jul 30, 2019
1,000
$13.35 - $18.25 $13.4K - $18.3K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q1 2019 Filed on Apr 18, 2019
1,688
$11.38 - $12.03 $19.2K - $20.3K
Cbs Corp New Cl B
Q1 2019 Filed on Apr 18, 2019
32
N/A
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2019 Filed on Apr 18, 2019
0
$14.58 - $15.61 $0 - $0
Proshares Tr Short Real Estate Fd
Q1 2019 Filed on Apr 18, 2019
0
N/A
Spdr Ser Tr S&P Oil & Gas Expl & Prodtn ETF
Q1 2019 Filed on Apr 18, 2019
0
N/A
PBI
Pitney Bowes Inc

Industrials
Q1 2019 Filed on Apr 18, 2019
418
$5.97 - $7.86 $2.5K - $3.29K
CE
Celanese Corp

Basic Materials
Q1 2019 Filed on Apr 18, 2019
254
$87.88 - $104.12 $22.3K - $26.4K
E Trade Finl Corp Com New
Q1 2019 Filed on Apr 18, 2019
624
N/A
Suntrust Banks Inc
Q1 2019 Filed on Apr 18, 2019
518
N/A
Total Sys Svcs Inc
Q1 2019 Filed on Apr 18, 2019
429
N/A
Michael Kors Holdings LTD Com Npv
Q1 2019 Filed on Apr 18, 2019
529
N/A
Steris PLC Gbp0.1
Q1 2019 Filed on Apr 18, 2019
18
N/A
Invesco Exchng Traded Fd Tr Ii Cdn Energy Inm
Q1 2019 Filed on Apr 18, 2019
1,256
N/A
Transenterix Inc
Q1 2019 Filed on Apr 18, 2019
100
N/A
UE
Urban Edge Properties

Real Estate
Q1 2019 Filed on Apr 18, 2019
47
$16.59 - $20.73 $780 - $974
VNO
Vornado Realty Trust

Real Estate
Q1 2019 Filed on Apr 18, 2019
60
$60.2 - $70.5 $3.61K - $4.23K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2019 Filed on Apr 18, 2019
102
$39.01 - $45.39 $3.98K - $4.63K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2019 Filed on Apr 18, 2019
58
$64.98 - $77.0 $3.77K - $4.47K
FFIV
F5, Inc.

Technology
Q1 2019 Filed on Apr 18, 2019
29
$149.65 - $172.08 $4.34K - $4.99K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 18, 2019
158
$52.76 - $63.35 $8.34K - $10K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2019 Filed on Apr 18, 2019
190
$17.4 - $21.85 $3.31K - $4.15K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 18, 2019
190
$33.14 - $38.8 $6.3K - $7.37K
L
Loews Corp

Financial Services
Q1 2019 Filed on Apr 18, 2019
93
$44.52 - $48.41 $4.14K - $4.5K
ROK
Rockwell Automation, Inc

Industrials
Q1 2019 Filed on Apr 18, 2019
25
$145.54 - $181.4 $3.64K - $4.54K
Multi Color Corp
Q1 2019 Filed on Apr 18, 2019
145
N/A
STLD
Steel Dynamics Inc

Basic Materials
Q1 2019 Filed on Apr 18, 2019
152
$29.96 - $39.06 $4.55K - $5.94K
EC
Ecopetrol S.A.

Energy
Q1 2019 Filed on Apr 18, 2019
39
$16.46 - $23.03 $642 - $898
Intercontinental Hotels Group
Q1 2019 Filed on Apr 18, 2019
120
N/A
Vectren Corp
Q1 2019 Filed on Apr 18, 2019
325
N/A
Windstream Hldgs Inc Com Par
Q1 2019 Filed on Apr 18, 2019
56
N/A
Electro Scientific Inds Inc
Q1 2019 Filed on Apr 18, 2019
21
N/A
Orbotech Ord
Q1 2019 Filed on Apr 18, 2019
17
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on Apr 18, 2019
1
N/A
Sequential Brnds Group Inc New Com
Q1 2019 Filed on Apr 18, 2019
34
N/A
Eaton Vance Municipal Bond Fund Ii
Q1 2019 Filed on Apr 18, 2019
52
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q1 2019 Filed on Apr 18, 2019
44
$44.47 - $47.26 $1.96K - $2.08K
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2019 Filed on Apr 18, 2019
789
$5.24 - $6.34 $4.13K - $5K
CVA
Covanta Holding Corporation

Industrials
Q1 2019 Filed on Apr 18, 2019
520
N/A
FNB
Fnb Corp

Financial Services
Q1 2019 Filed on Apr 18, 2019
674
$9.92 - $12.46 $6.69K - $8.4K
FAST
Fastenal CO

Industrials
Q1 2019 Filed on Apr 18, 2019
116
$24.98 - $32.15 $2.9K - $3.73K
MSM
Msc Industrial Direct CO Inc

Industrials
Q1 2019 Filed on Apr 18, 2019
71
$74.88 - $86.31 $5.32K - $6.13K
NMRK
Newmark Group, Inc.

Real Estate
Q1 2019 Filed on Apr 18, 2019
366
$8.23 - $10.96 $3.01K - $4.01K
PAGP
Plains Gp Holdings LP

Energy
Q1 2019 Filed on Apr 18, 2019
302
$20.65 - $25.32 $6.24K - $7.65K
TRGP
Targa Resources Corp.

Energy
Q1 2019 Filed on Apr 18, 2019
167
$36.74 - $47.89 $6.14K - $8K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
Q1 2019 Filed on Apr 18, 2019
157
$31.12 - $41.23 $4.89K - $6.47K
Apartment Invt & Mgmt CO
Q1 2019 Filed on Apr 18, 2019
112
N/A
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