BSW Wealth Partners’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,150
| Closed | -$189K | – | 269 |
|
|
2023
Q2 | $189K | Hold |
14,150
| – | – | 0.04% | 259 |
|
|
2023
Q1 | $181K | Sell |
14,150
-4,264
| -23% | -$54.6K | 0.04% | 297 |
|
|
2022
Q4 | $295K | Sell |
18,414
-716
| -4% | -$11.5K | 0.06% | 219 |
|
|
2022
Q3 | $243K | Hold |
19,130
| – | – | 0.06% | 229 |
|
|
2022
Q2 | $244K | Sell |
19,130
-590
| -3% | -$7.53K | 0.06% | 220 |
|
|
2022
Q1 | $292K | Buy |
+19,720
| New | +$292K | 0.07% | 207 |
|