Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,350
| Closed | -$33.2K | – | 3241 |
|
|
2023
Q1 | $33.2K | Sell |
5,350
-150
| -3% | -$930 | ﹤0.01% | 1990 |
|
|
2022
Q4 | $31.4K | Buy |
+5,500
| New | +$31.4K | ﹤0.01% | 1876 |
|
|
2018
Q2 | – | Sell |
-10,051
| Closed | -$62K | – | 393 |
|
|
2018
Q1 | $62K | Buy |
10,051
+28
| +0.3% | +$173 | 0.02% | 338 |
|
|
2017
Q4 | $63K | Buy |
+10,023
| New | +$63K | 0.01% | 448 |
|