JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,226
| Closed | -$19.1K | – | 2042 |
|
|
2023
Q3 | $19.1K | Buy |
3,226
+81
| +3% | +$480 | ﹤0.01% | 561 |
|
|
2023
Q2 | $20.4K | Buy |
3,145
+76
| +2% | +$492 | ﹤0.01% | 542 |
|
|
2023
Q1 | $19K | Buy |
3,069
+147
| +5% | +$911 | ﹤0.01% | 549 |
|
|
2022
Q4 | $16.7K | Hold |
2,922
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $16K | Buy |
2,922
+770
| +36% | +$4.22K | ﹤0.01% | 623 |
|
|
2022
Q2 | $14K | Buy |
+2,152
| New | +$14K | ﹤0.01% | 677 |
|