AlphaMark Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $5K | Hold |
733
| – | – | ﹤0.01% | 518 |
|
2024
Q3 | $5K | Buy |
+733
| New | +$5K | ﹤0.01% | 574 |
|
2023
Q4 | – | Sell |
-252
| Closed | -$1K | – | 796 |
|
2023
Q3 | $1K | Sell |
252
-3,927
| -94% | -$15.6K | ﹤0.01% | 711 |
|
2023
Q2 | $27K | Buy |
4,179
+2,393
| +134% | +$15.5K | 0.01% | 289 |
|
2023
Q1 | $11K | Buy |
1,786
+644
| +56% | +$3.97K | ﹤0.01% | 402 |
|
2022
Q4 | $7K | Buy |
+1,142
| New | +$7K | ﹤0.01% | 431 |
|