LWM
IDTI

Liberty Wealth Management’s Integrated Device Technology I IDTI Stock Holding History

Liberty Wealth Management’s Portfolio IDTI Stock Details IDTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-70
Closed -$3K – 967
2019
Q1 		$3K Hold
70
– – ﹤0.01% 618
2018
Q4 		$3K Buy
+70
New +$3.31K ﹤0.01% 663

Other funds holding IDTI

ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Liberty Wealth Management's IDTI Position: Q2 2019 in Review

Liberty Wealth Management sold out of Integrated Device Technology I (IDTI) in Q2 2019, closing a stake of 70 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in IDTI in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 3 funds tracked by Wall St. Rank hold IDTI as of Q2 2019.

  • Liberty Wealth Management reported no remaining Integrated Device Technology I position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 70 Integrated Device Technology I shares in Q2 2019, an estimated $3K.
  • Liberty Wealth Management first reported a position in Integrated Device Technology I in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Integrated Device Technology I position peaked at $3K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Integrated Device Technology I as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.