LWM
USI

Liberty Wealth Management’s Principal Ultra-Short Active Income ETF USI Stock Holding History

Liberty Wealth Management’s Portfolio USI Stock Details USI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-42
Closed -$1K – 1186
2021
Q3 		$1K Buy
+42
New +$1K ﹤0.01% 1158