Cetera Advisors’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 | $162K | Buy |
+22,604
| New | +$162K | ﹤0.01% | 2258 |
|
|
2023
Q2 | – | Sell |
-11,670
| Closed | -$72.4K | – | 1753 |
|
|
2023
Q1 | $72.4K | Buy |
+11,670
| New | +$72.4K | ﹤0.01% | 1579 |
|
|
2022
Q4 | – | Sell |
-13,633
| Closed | -$75K | – | 1661 |
|
|
2022
Q3 | $75K | Buy |
13,633
+949
| +7% | +$5.22K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $80K | Sell |
12,684
-1,556
| -11% | -$9.81K | ﹤0.01% | 1310 |
|
|
2022
Q1 | $115K | Buy |
+14,240
| New | +$115K | ﹤0.01% | 1348 |
|
|
2021
Q4 | – | Sell |
-10,029
| Closed | -$86K | – | 1509 |
|
|
2021
Q3 | $86K | Buy |
+10,029
| New | +$86K | ﹤0.01% | 1359 |
|