LWM
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Liberty Wealth Management’s Unity U Stock Holding History

Liberty Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-205
Closed -$32K – 1033
2021
Q3 		$32K Buy
205
+162
+377% +$25.3K 0.01% 529
2021
Q2 		$5K Buy
+43
New +$5K ﹤0.01% 806