Alpha Omega Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,090
| Closed | -$7K | – | 501 |
|
|
2017
Q4 | $7K | Sell |
1,090
-364
| -25% | -$2.34K | ﹤0.01% | 370 |
|
|
2017
Q3 | $9K | Hold |
1,454
| – | – | ﹤0.01% | 356 |
|
|
2017
Q2 | $8K | Hold |
1,454
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $8K | Hold |
1,454
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $8K | Buy |
+1,454
| New | +$8K | ﹤0.01% | 353 |
|