American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $316K | Sell |
57,085
-5,105
| -8% | -$28.2K | 0.01% | 827 |
|
|
2022
Q2 | $391K | Buy |
62,190
+2,818
| +5% | +$17.7K | 0.02% | 759 |
|
|
2022
Q1 | $480K | Buy |
59,372
+8,130
| +16% | +$65.7K | 0.02% | 753 |
|
|
2021
Q4 | $429K | Sell |
51,242
-26,168
| -34% | -$219K | 0.01% | 809 |
|
|
2021
Q3 | $666K | Sell |
77,410
-15,236
| -16% | -$131K | 0.03% | 588 |
|
|
2021
Q2 | $838K | Buy |
92,646
+91,324
| +6,908% | +$826K | 0.03% | 515 |
|
|
2021
Q1 | $10.1K | Buy |
+1,322
| New | +$10.1K | ﹤0.01% | 2374 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$196 | – | 2788 |
|
|
2019
Q1 | $196 | Hold |
32
| – | – | ﹤0.01% | 2563 |
|
|
2018
Q4 | $172 | Buy |
+32
| New | +$172 | ﹤0.01% | 2352 |
|
|
2018
Q1 | – | Sell |
-1,023
| Closed | -$6.45K | – | 2395 |
|
|
2017
Q4 | $6.45K | Buy |
+1,023
| New | +$6.45K | ﹤0.01% | 1740 |
|