Bickling Financial Services’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
Q4 | $1.5M | Sell |
263,503
-1,418
| -0.5% | -$8.08K | 0.94% | 26 |
|
|
2022
Q3 | $1.47M | Buy |
264,921
+6,698
| +3% | +$37.1K | 0.99% | 26 |
|
|
2022
Q2 | $1.62M | Buy |
258,223
+43,632
| +20% | +$274K | 1.03% | 23 |
|
|
2022
Q1 | $1.73M | Buy |
214,591
+9,911
| +5% | +$80.1K | 0.89% | 26 |
|
|
2021
Q4 | $1.72M | Buy |
204,680
+23,636
| +13% | +$198K | 0.83% | 30 |
|
|
2021
Q3 | $1.56M | Buy |
181,044
+14,391
| +9% | +$124K | 0.79% | 29 |
|
|
2021
Q2 | $1.51M | Buy |
166,653
+13,373
| +9% | +$121K | 0.68% | 30 |
|
|
2021
Q1 | $1.17M | Buy |
153,280
+7,676
| +5% | +$58.6K | 0.59% | 37 |
|
|
2020
Q4 | $1.01M | Buy |
+145,604
| New | +$1.01M | 0.62% | 37 |
|