Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,952
| Closed | -$88K | – | 123 |
|
|
2017
Q4 | $88K | Hold |
13,952
| – | – | 0.04% | 118 |
|
|
2017
Q3 | $84K | Hold |
13,952
| – | – | 0.04% | 117 |
|
|
2017
Q2 | $79K | Buy |
+13,952
| New | +$79K | 0.04% | 117 |
|
|
2016
Q4 | – | Sell |
-13,952
| Closed | -$72.3K | – | 359 |
|
|
2016
Q3 | $72.3K | Buy |
13,952
+315
| +2% | +$1.63K | 0.04% | 161 |
|
|
2016
Q2 | $68.6K | Buy |
13,637
+317
| +2% | +$1.6K | 0.04% | 157 |
|
|
2016
Q1 | $66K | Buy |
+13,320
| New | +$66K | 0.04% | 169 |
|