Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $474K | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $5.75M | Sell |
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|
2020
Q4 | $6.19M | Buy |
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|
2020
Q3 | $5.35M | Sell |
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|
2020
Q2 | $5.1M | Sell |
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|
2020
Q1 | $4.48M | Sell |
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|
2019
Q4 | $7.44M | Sell |
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|
2019
Q3 | $7.08M | Sell |
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|
2019
Q2 | $7.62M | Sell |
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|
2019
Q1 | $7.63M | Sell |
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|
2018
Q4 | $6.99M | Sell |
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|
2018
Q3 | $9.17M | Sell |
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|
2018
Q2 | $8.93M | Sell |
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|
2018
Q1 | $9.18M | Sell |
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|
2017
Q4 | $9.45M | Buy |
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|
2017
Q3 | $8.97M | Buy |
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|
2017
Q2 | $7.87M | Buy |
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|
2017
Q1 | $7.05M | Sell |
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|
2016
Q4 | $6.83M | Buy |
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|
2016
Q3 | $6.53M | Buy |
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|
2016
Q2 | $5.88M | Buy |
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|
2016
Q1 | $5.32M | Buy |
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|
2015
Q4 | $5.2M | Sell |
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|
2015
Q3 | $4.98M | Buy |
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|
2015
Q2 | $5.56M | Sell |
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|
2015
Q1 | $5.74M | Buy |
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|
2014
Q4 | $5.42M | Buy |
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|
2014
Q3 | $5.17M | Buy |
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|
2014
Q2 | $5.08M | Buy |
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|
2014
Q1 | $4.79M | Buy |
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|
2013
Q4 | $4.51M | Buy |
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|
2013
Q3 | $3.99M | Sell |
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|
2013
Q2 | $4.51M | Buy |
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