LIBERTY WEALTH MANAGEMENT LLC – Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
1.92M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.68% | 1.00K shares | -135K | 61.03K | |
| Q2 2022 | share | Decrease | -0.51% | -306 shares | -170K | 60.03K | |
| Q1 2022 | share | Decrease | -18.83% | -13.99K shares | -354K | 60.33K | |
| Q4 2021 | share | Decrease | -15.00% | -13.11K shares | -346K | 74.33K | |
| Q3 2021 | share | Decrease | -15.67% | -16.25K shares | -563K | 87.44K | |
| Q2 2021 | share | Increase | 0.00% | 103.69K shares | 3.49M | 103.69K |