BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.4K | Hold |
5,000
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $31K | Hold |
5,000
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $28.5K | Hold |
5,000
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $28K | Hold |
5,000
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $31K | Hold |
5,000
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $40K | Hold |
5,000
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $42K | Hold |
5,000
| – | – | ﹤0.01% | 475 |
|
|
2021
Q3 | $43K | Hold |
5,000
| – | – | ﹤0.01% | 473 |
|
|
2021
Q2 | $45K | Sell |
5,000
-1,300
| -21% | -$11.7K | 0.01% | 477 |
|
|
2021
Q1 | $48K | Buy |
+6,300
| New | +$48K | 0.01% | 460 |
|