Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $87K | Sell |
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|
2017
Q1 | $455K | Buy |
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|
2016
Q4 | $447K | Sell |
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|
2016
Q3 | $1.59M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $424K | Sell |
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|
2015
Q3 | $403K | Buy |
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|
2015
Q2 | $440K | Buy |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $450K | Buy |
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|
2014
Q3 | $440K | Buy |
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|
2014
Q2 | $427K | Sell |
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|
2014
Q1 | $445K | Buy |
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|
2013
Q4 | $445K | Buy |
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|
2013
Q3 | $314K | Sell |
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|
2013
Q2 | $306K | Buy |
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