Bedel Financial Consulting’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 |
-108
| Closed | -$1K | – | 865 |
|
|
2022
Q1 | $1K | Hold |
108
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $1K | Hold |
108
| – | – | ﹤0.01% | 979 |
|
|
2021
Q3 | $1K | Buy |
108
+8
| +8% | +$74 | ﹤0.01% | 961 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 945 |
|
|
2021
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 911 |
|
|
2020
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 792 |
|