Koshinski Asset 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 |
-21,148
| Closed | -$125K | – | 638 |
|
|
2023
Q3 | $125K | Hold |
21,148
| – | – | 0.01% | 551 |
|
|
2023
Q2 | $137K | Sell |
21,148
-20,543
| -49% | -$133K | 0.01% | 583 |
|
|
2023
Q1 | $258K | Sell |
41,691
-21,040
| -34% | -$130K | 0.03% | 458 |
|
|
2022
Q4 | $358K | Hold |
62,731
| – | – | 0.03% | 424 |
|
|
2022
Q3 | $347K | Buy |
62,731
+1,049
| +2% | +$5.8K | 0.04% | 389 |
|
|
2022
Q2 | $387K | Buy |
61,682
+570
| +0.9% | +$3.58K | 0.04% | 419 |
|
|
2022
Q1 | $494K | Buy |
61,112
+1,602
| +3% | +$12.9K | 0.04% | 392 |
|
|
2021
Q4 | $499K | Hold |
59,510
| – | – | 0.04% | 402 |
|
|
2021
Q3 | $512K | Buy |
59,510
+29,963
| +101% | +$258K | 0.04% | 392 |
|
|
2021
Q2 | $267K | Sell |
29,547
-1,362
| -4% | -$12.3K | 0.03% | 463 |
|
|
2021
Q1 | $236K | Buy |
30,909
+509
| +2% | +$3.89K | 0.03% | 527 |
|
|
2020
Q4 | $210K | Sell |
30,400
-8,000
| -21% | -$55.3K | 0.03% | 508 |
|
|
2020
Q3 | $238 | Buy |
+38,400
| New | +$238 | 0.03% | 447 |
|