HB Wealth Management’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
Q2 | – | Sell |
-11,414
| Closed | -$81.6K | – | 935 |
|
|
2024
Q1 | $81.6K | Hold |
11,414
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $72.8K | Hold |
11,414
| – | – | ﹤0.01% | 769 |
|
|
2023
Q3 | $67.6K | Hold |
11,414
| – | – | ﹤0.01% | 744 |
|
|
2023
Q2 | $73.8K | Hold |
11,414
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $70.8K | Hold |
11,414
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $65.1K | Hold |
11,414
| – | – | ﹤0.01% | 670 |
|
|
2022
Q3 | $63K | Sell |
11,414
-5,000
| -30% | -$27.6K | ﹤0.01% | 567 |
|
|
2022
Q2 | $103K | Buy |
16,414
+1,708
| +12% | +$10.7K | ﹤0.01% | 561 |
|
|
2022
Q1 | $119K | Buy |
+14,706
| New | +$119K | ﹤0.01% | 573 |
|