Arete Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $2.65M | Buy |
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|
2018
Q3 | $3.28M | Buy |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $2.6M | Sell |
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|
2017
Q4 | $2.7M | Sell |
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|
2017
Q3 | $2.63M | Buy |
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|
2017
Q2 | $2.3M | Buy |
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|
2017
Q1 | $2.16M | Sell |
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|
2016
Q4 | $2.07M | Buy |
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|
2016
Q3 | $2.01M | Buy |
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