Integrated Advisors Network’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
Q1 | – | Sell |
-17,055
| Closed | -$109K | – | 729 |
|
|
2023
Q4 | $109K | Sell |
17,055
-771,305
| -98% | -$4.95M | 0.01% | 640 |
|
|
2023
Q3 | $4.67M | Sell |
788,360
-27,437
| -3% | -$162K | 0.29% | 91 |
|
|
2023
Q2 | $5.28M | Sell |
815,797
-20,008
| -2% | -$129K | 0.3% | 86 |
|
|
2023
Q1 | $5.18M | Buy |
835,805
+176,039
| +27% | +$1.09M | 0.31% | 85 |
|
|
2022
Q4 | $3.76M | Buy |
659,766
+90,775
| +16% | +$517K | 0.24% | 121 |
|
|
2022
Q3 | $3.15M | Sell |
568,991
-381,955
| -40% | -$2.11M | 0.21% | 125 |
|
|
2022
Q2 | $5.97M | Buy |
950,946
+360,406
| +61% | +$2.26M | 0.39% | 61 |
|
|
2022
Q1 | $4.77M | Buy |
590,540
+23,451
| +4% | +$189K | 0.28% | 85 |
|
|
2021
Q4 | $4.75M | Buy |
567,089
+54,037
| +11% | +$453K | 0.28% | 89 |
|
|
2021
Q3 | $4.41M | Buy |
+513,052
| New | +$4.41M | 0.29% | 90 |
|