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BSW Wealth Partners’s Liberty Energy LBRT Stock Holding History

BSW Wealth Partners’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$63.1K 0.04% 297
2022
Q4 		$295K Sell
18,414
-716
-4% -$11.4K 0.06% 219
2022
Q3 		$243K Hold
19,130
– – 0.06% 229
2022
Q2 		$244K Sell
19,130
-590
-3% -$9.26K 0.06% 220
2022
Q1 		$292K Buy
+19,720
New +$252K 0.07% 207

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