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DWM
Doyle Wealth Management’s
Liberty All-Star Equity Fund
USA
Stock Holding History
Doyle Wealth Management’s Portfolio
USA Stock Details
USA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-23,618
Closed
-$145K
–
190
2018
Q1
$145K
Buy
+23,618
New
+$150K
0.02%
161
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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