Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,442
| Closed | -$61.8K | – | 1028 |
|
|
2023
Q3 | $61.8K | Hold |
10,442
| – | – | ﹤0.01% | 919 |
|
|
2023
Q2 | $67.6K | Sell |
10,442
-442
| -4% | -$2.86K | ﹤0.01% | 887 |
|
|
2023
Q1 | $67.5K | Sell |
10,884
-6,781
| -38% | -$42K | ﹤0.01% | 863 |
|
|
2022
Q4 | $101K | Sell |
17,665
-7,676
| -30% | -$43.8K | ﹤0.01% | 817 |
|
|
2022
Q3 | $140K | Buy |
25,341
+172
| +0.7% | +$950 | 0.01% | 781 |
|
|
2022
Q2 | $158K | Buy |
25,169
+1,079
| +4% | +$6.77K | 0.01% | 775 |
|
|
2022
Q1 | $195K | Buy |
24,090
+702
| +3% | +$5.67K | 0.01% | 820 |
|
|
2021
Q4 | $196K | Buy |
23,388
+8,497
| +57% | +$71.2K | 0.01% | 848 |
|
|
2021
Q3 | $128K | Sell |
14,891
-8,386
| -36% | -$72.1K | 0.01% | 814 |
|
|
2021
Q2 | $208K | Buy |
23,277
+784
| +3% | +$7.01K | 0.01% | 817 |
|
|
2021
Q1 | $173K | Buy |
22,493
+31
| +0.1% | +$238 | 0.01% | 780 |
|
|
2020
Q4 | $155K | Buy |
22,462
+11,764
| +110% | +$81.2K | 0.01% | 671 |
|
|
2020
Q3 | $64K | Buy |
+10,698
| New | +$64K | 0.01% | 594 |
|