B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $826K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $829K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $515K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $72K | Buy |
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