Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $816K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $317K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $598K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $142K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.12M | Sell |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $2.02M | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.23M | Buy |
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|
2015
Q4 | $910K | Buy |
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|
2015
Q3 | $719K | Buy |
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|
2015
Q2 | $438K | Sell |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $518K | Sell |
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|
2014
Q3 | $988K | Buy |
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|
2014
Q2 | $839K | Sell |
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|
2014
Q1 | $923K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $299K | Sell |
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|
2013
Q2 | $584K | Buy |
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