Benjamin F. Edwards & Company’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
Q2 | $286K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | $105K | Sell |
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|
2017
Q3 | $107K | Sell |
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|
2017
Q2 | $103K | Buy |
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|
2017
Q1 | $63K | Buy |
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