BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26K | Hold |
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|
2023
Q1 | $24.9K | Sell |
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|
2022
Q4 | $45.7K | Hold |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $103K | Buy |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $81K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $82K | Hold |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $66K | Hold |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $60K | Hold |
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|
2016
Q1 | $60K | Buy |
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