Insight Wealth Strategies’s Liberty Property Trust LPT Stock Holding History

Insight Wealth Strategies’s Portfolio LPT Stock Details LPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,584	Closed	-$455K	–	205
2019 Q4	$455K	Buy	7,584 +2,147	+39%	+$123K	0.1%	137
2019 Q3	$279K	Buy	+5,437	New	+$280K	0.07%	161

Other funds holding LPT

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Insight Wealth Strategies's LPT Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 7,584 shares — an estimated $455K sold.

Insight Wealth Strategies first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $455K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

Insight Wealth Strategies reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 7,584 Liberty Property Trust shares in Q1 2020, an estimated $455K.
Insight Wealth Strategies first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
Insight Wealth Strategies's Liberty Property Trust position peaked at $455K in Q4 2019.
2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.