Curi RMB Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $254K | Hold |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $559K | Buy |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $61K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $927K | Buy |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $595K | Buy |
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|
2016
Q3 | $561K | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $572K | Sell |
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|
2015
Q4 | $2.12M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $502K | Buy |
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