Liberty Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-114	Closed	-$13K	–	1015
2021 Q3	$13K	Buy	114 +82	+256%	+$9.35K	﹤0.01%	771
2021 Q2	$2K	Buy	32 +13	+68%	+$813	﹤0.01%	946
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	903
2020 Q4	$1K	Buy	+19	New	+$1K	﹤0.01%	908