Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hms Holdings Corp
Q4 2020 Filed on Feb 09, 2021
255
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q4 2020 Filed on Feb 09, 2021
729
$18.78 - $24.63 $13.7K - $18K
FXD
First Tr Exchange Traded Fd

ETFs
Q4 2020 Filed on Feb 09, 2021
484
$42.4 - $51.13 $20.5K - $24.7K
FXR
First Trust Industrials/Produc

ETFs
Q4 2020 Filed on Feb 09, 2021
533
$40.88 - $50.18 $21.8K - $26.7K
Kensington Cap Acquisition Cor Com Cl A
Q4 2020 Filed on Feb 09, 2021
30
N/A
Slack Technologies Inc Com Cl A
Q4 2020 Filed on Feb 09, 2021
500
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
79
$159.52 - $175.0 $12.6K - $13.8K
VREX
Varex Imaging Corp

Healthcare
Q3 2020 Filed on Nov 05, 2020
220
$10.51 - $16.7 $2.31K - $3.67K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2020 Filed on Nov 05, 2020
970
$26.78 - $28.33 $26K - $27.5K
BOKF
Bok Financial Corp

Financial Services
Q3 2020 Filed on Nov 05, 2020
59
$48.95 - $62.15 $2.89K - $3.67K
ORAN
Orange

Communication Services
Q3 2020 Filed on Nov 05, 2020
38
$10.33 - $12.65 $393 - $481
AER
Aer Cap Holdings N.V.

Industrials
Q3 2020 Filed on Nov 05, 2020
23
$23.03 - $32.87 $530 - $756
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 05, 2020
20
$27.09 - $42.14 $542 - $843
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
34
$10.77 - $16.21 $366 - $551
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
64
$43.34 - $53.1 $2.77K - $3.4K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
13
$33.51 - $44.93 $436 - $584
RY
Royal Bank Of Canada

Financial Services
Q3 2020 Filed on Nov 05, 2020
10
$67.16 - $77.57 $672 - $776
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2020 Filed on Nov 05, 2020
175
$60.96 - $69.4 $10.7K - $12.1K
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
3
$176.93 - $228.63 $531 - $686
WDC
Western Digital Corp

Technology
Q3 2020 Filed on Nov 05, 2020
100
$33.71 - $46.16 $3.37K - $4.62K
ANGO
Angiodynamics Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
342
$8.26 - $12.74 $2.82K - $4.36K
COLB
Columbia Banking System, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
166
$23.05 - $31.04 $3.83K - $5.15K
MEI
Methode Electronics Inc

Technology
Q3 2020 Filed on Nov 05, 2020
173
$23.99 - $32.12 $4.15K - $5.56K
CNXN
Pc Connection Inc

Technology
Q3 2020 Filed on Nov 05, 2020
190
$39.02 - $48.05 $7.41K - $9.13K
Enel Americas Sa
Q3 2020 Filed on Nov 05, 2020
671
N/A
Logmein Inc Com
Q3 2020 Filed on Nov 05, 2020
2
N/A
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2020 Filed on Nov 05, 2020
345
$32.1 - $35.99 $11.1K - $12.4K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
120
$13.19 - $16.66 $1.58K - $2K
WSO
Watsco Inc

Industrials
Q3 2020 Filed on Nov 05, 2020
3
$177.97 - $248.65 $534 - $746
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
125
$8.29 - $10.7 $1.04K - $1.34K
TILE
Interface Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
48
$5.99 - $8.49 $288 - $408
BCC
Boise Cascade CO

Basic Materials
Q3 2020 Filed on Nov 05, 2020
161
$36.45 - $48.28 $5.87K - $7.77K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2020 Filed on Nov 05, 2020
10
$103.87 - $120.36 $1.04K - $1.2K
TU
Telus Corp

Communication Services
Q3 2020 Filed on Nov 05, 2020
44
$16.44 - $18.84 $723 - $829
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
106
$41.93 - $54.79 $4.44K - $5.81K
NDAQ
Nasdaq, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
65
$119.73 - $137.28 $7.78K - $8.92K
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Nov 05, 2020
2,272
$1.23 - $1.85 $2.79K - $4.2K
FTS
Fortis Inc.

Utilities
Q3 2020 Filed on Nov 05, 2020
17
$37.72 - $41.01 $641 - $697
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Nov 05, 2020
221
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
315
$85.0 - $96.46 $26.8K - $30.4K
DRD
Drdgold LTD

Basic Materials
Q3 2020 Filed on Nov 05, 2020
136
$11.18 - $17.71 $1.52K - $2.41K
LAZ
Lazard LTD

Financial Services
Q3 2020 Filed on Nov 05, 2020
17
$27.37 - $34.6 $465 - $588
USA
Liberty All Star Equity Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
27
$5.75 - $6.29 $155 - $170
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q3 2020 Filed on Nov 05, 2020
1,000
$16.8 - $21.34 $16.8K - $21.3K
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
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