Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,830
| Closed | -$136K | – | 532 |
|
|
2022
Q1 | $136K | Hold |
16,830
| – | – | 0.02% | 507 |
|
|
2021
Q4 | $141K | Hold |
16,830
| – | – | 0.02% | 517 |
|
|
2021
Q3 | $145K | Hold |
16,830
| – | – | 0.02% | 496 |
|
|
2021
Q2 | $152K | Hold |
16,830
| – | – | 0.02% | 487 |
|
|
2021
Q1 | $128K | Hold |
16,830
| – | – | 0.03% | 457 |
|
|
2020
Q4 | $116K | Buy |
+16,830
| New | +$116K | 0.04% | 331 |
|