Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,787
| Closed | -$139K | – | 785 |
|
|
2023
Q4 | $139K | Sell |
21,787
-2,315
| -10% | -$14.8K | ﹤0.01% | 688 |
|
|
2023
Q3 | $143K | Buy |
24,102
+2,315
| +11% | +$13.7K | ﹤0.01% | 649 |
|
|
2023
Q2 | $141K | Sell |
21,787
-2,950
| -12% | -$19.1K | ﹤0.01% | 653 |
|
|
2023
Q1 | $141K | Hold |
24,737
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $141K | Sell |
24,737
-6,216
| -20% | -$35.4K | ﹤0.01% | 580 |
|
|
2022
Q3 | $171K | Hold |
30,953
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $194K | Hold |
30,953
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $250K | Sell |
30,953
-200
| -0.6% | -$1.62K | ﹤0.01% | 516 |
|
|
2021
Q4 | $261K | Hold |
31,153
| – | – | 0.01% | 506 |
|
|
2021
Q3 | $268K | Buy |
31,153
+1,781
| +6% | +$15.3K | 0.01% | 487 |
|
|
2021
Q2 | $266K | Buy |
29,372
+534
| +2% | +$4.84K | 0.01% | 486 |
|
|
2021
Q1 | $220K | Hold |
28,838
| – | – | 0.01% | 498 |
|
|
2020
Q4 | $199K | Hold |
28,838
| – | – | 0.01% | 511 |
|
|
2020
Q3 | $173K | Hold |
28,838
| – | – | 0.01% | 454 |
|
|
2020
Q2 | $165K | Hold |
28,838
| – | – | 0.02% | 384 |
|
|
2020
Q1 | $140K | Sell |
28,838
-12,353
| -30% | -$60K | 0.01% | 435 |
|
|
2019
Q4 | $279K | Buy |
41,191
+21,131
| +105% | +$143K | 0.03% | 375 |
|
|
2019
Q3 | $128K | Sell |
20,060
-19,925
| -50% | -$127K | 0.01% | 415 |
|
|
2019
Q2 | $257K | Buy |
+39,985
| New | +$257K | 0.03% | 369 |
|