Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Oct 30, 2019
2,334
$11.53 - $14.25 $26.9K - $33.3K
Mfa Finl Inc Com
Q3 2019 Filed on Oct 30, 2019
1,961
N/A
New Media Investment Group Inc
Q3 2019 Filed on Oct 30, 2019
132
N/A
NWN
Northwest Natural Holding CO

Utilities
Q3 2019 Filed on Oct 30, 2019
280
$68.92 - $72.03 $19.3K - $20.2K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q3 2019 Filed on Oct 30, 2019
1,048
$9.48 - $9.85 $9.94K - $10.3K
Office Depot Inc
Q3 2019 Filed on Oct 30, 2019
100
N/A
PLAB
Photronics Inc

Technology
Q3 2019 Filed on Oct 30, 2019
13
$8.08 - $11.3 $105 - $147
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q3 2019 Filed on Oct 30, 2019
1,316
$17.02 - $18.73 $22.4K - $24.6K
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2019 Filed on Oct 30, 2019
10
$52.04 - $52.86 $520 - $529
SH
Proshares Short S&P500 New (De

ETFs
Q3 2019 Filed on Oct 30, 2019
20
$25.95 - $26.32 $519 - $526
CSM
Proshares Large Cap Core Plus

ETFs
Q3 2019 Filed on Oct 30, 2019
200
$35.23 - $35.99 $7.05K - $7.2K
RVT
Royce Value Trust, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
31
$13.06 - $14.3 $405 - $443
SANM
Sanmina Corp

Technology
Q3 2019 Filed on Oct 30, 2019
5
$27.74 - $33.0 $139 - $165
Shutterfly Inc Com Delaware
Q3 2019 Filed on Oct 30, 2019
84
N/A
SNOA
Sonoma Pharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Oct 30, 2019
4,188
$5.01 - $7.8 $21K - $32.7K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2019 Filed on Oct 30, 2019
150
$106.83 - $112.14 $16K - $16.8K
TECK
Teck Resources LTD

Basic Materials
Q3 2019 Filed on Oct 30, 2019
500
$16.07 - $23.02 $8.04K - $11.5K
TGH
Textainer Group Holdings LTD

Industrials
Q3 2019 Filed on Oct 30, 2019
105
$6.74 - $11.05 $708 - $1.16K
Tortoise Energy Infra Corp Com
Q3 2019 Filed on Oct 30, 2019
249
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
132
$35.81 - $47.57 $4.73K - $6.28K
TRQ.TO
Turquoise Hill Resources Ltd.

Basic Materials
Q3 2019 Filed on Oct 30, 2019
500
N/A
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q3 2019 Filed on Oct 30, 2019
135
$33.34 - $34.14 $4.5K - $4.61K
Micro Focus International PLC Spon Adr
Q2 2019 Filed on Jul 30, 2019
400
N/A
SA
Seabridge Gold Inc

Basic Materials
Q2 2019 Filed on Jul 30, 2019
2,730
$11.11 - $13.95 $30.3K - $38.1K
Dowdupont Inc Com
Q2 2019 Filed on Jul 30, 2019
1,055
N/A
Red Hat Inc Com
Q2 2019 Filed on Jul 30, 2019
90
N/A
CLB
Core Laboratories N V

Energy
Q2 2019 Filed on Jul 30, 2019
37
$47.64 - $74.87 $1.76K - $2.77K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2019 Filed on Jul 30, 2019
138
$38.83 - $59.22 $5.36K - $8.17K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
52
$39.92 - $53.86 $2.08K - $2.8K
LDL
Lydall, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
90
N/A
Union Bankshares Corp
Q2 2019 Filed on Jul 30, 2019
265
N/A
Gaslog LTD Com Usd0.01
Q2 2019 Filed on Jul 30, 2019
455
N/A
GLNG
Golar Lng LTD

Energy
Q2 2019 Filed on Jul 30, 2019
154
$16.51 - $21.48 $2.54K - $3.31K
PAA
Plains All American Pipeline LP

Energy
Q2 2019 Filed on Jul 30, 2019
345
$22.57 - $24.91 $7.79K - $8.59K
Blue Apron Hldgs Inc Cl A
Q2 2019 Filed on Jul 30, 2019
1,100
N/A
Hudson Global Inc Com
Q2 2019 Filed on Jul 30, 2019
2
N/A
Integrated Device Tech Inc
Q2 2019 Filed on Jul 30, 2019
70
N/A
Bemis CO Inc Com
Q2 2019 Filed on Jul 30, 2019
57
N/A
Harris Corp Com
Q2 2019 Filed on Jul 30, 2019
55
N/A
Weatherford Intl PLC Ord Shs
Q2 2019 Filed on Jul 30, 2019
1,835
N/A
Spdr Series Trust Bloomberg Brclys
Q2 2019 Filed on Jul 30, 2019
298
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2019 Filed on Jul 30, 2019
17
N/A
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q2 2019 Filed on Jul 30, 2019
65
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2019 Filed on Jul 30, 2019
106
N/A
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
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