Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,120
| Closed | -$61K | – | 941 |
|
|
2022
Q3 | $61K | Sell |
11,120
-11,120
| -50% | -$61K | ﹤0.01% | 859 |
|
|
2022
Q2 | $140K | Buy |
22,240
+11,120
| +100% | +$70K | 0.01% | 847 |
|
|
2022
Q1 | $90K | Sell |
11,120
-478
| -4% | -$3.87K | 0.01% | 893 |
|
|
2021
Q4 | $97K | Hold |
11,598
| – | – | 0.01% | 895 |
|
|
2021
Q3 | $100K | Hold |
11,598
| – | – | 0.01% | 883 |
|
|
2021
Q2 | $105K | Buy |
+11,598
| New | +$105K | 0.01% | 892 |
|
|
2021
Q1 | – | Sell |
-11,598
| Closed | -$80K | – | 875 |
|
|
2020
Q4 | $80K | Buy |
+11,598
| New | +$80K | 0.01% | 853 |
|