Liberty Wealth Management’s Natural Alternatives International NAII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $80K | Hold |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q3 | $141K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $193K | Sell |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $7K | Buy |
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