McIlrath & Eck’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25
| Closed | – | – | 787 |
|
|
2020
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 712 |
|
|
2020
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $0 | Sell |
25
-961
| -97% | – | ﹤0.01% | 724 |
|
|
2020
Q1 | $5K | Buy |
986
+47
| +5% | +$238 | ﹤0.01% | 449 |
|
|
2019
Q4 | $6K | Hold |
939
| – | – | ﹤0.01% | 460 |
|
|
2019
Q3 | $6K | Buy |
939
+49
| +6% | +$313 | ﹤0.01% | 441 |
|
|
2019
Q2 | $5K | Hold |
890
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $5K | Buy |
890
+45
| +5% | +$253 | ﹤0.01% | 469 |
|
|
2018
Q4 | $5K | Hold |
845
| – | – | ﹤0.01% | 381 |
|
|
2018
Q3 | $6K | Buy |
845
+21
| +3% | +$149 | ﹤0.01% | 365 |
|
|
2018
Q2 | $5K | Buy |
824
+21
| +3% | +$127 | ﹤0.01% | 377 |
|
|
2018
Q1 | $5K | Buy |
803
+42
| +6% | +$262 | ﹤0.01% | 358 |
|
|
2017
Q4 | $5K | Buy |
+761
| New | +$5K | ﹤0.01% | 382 |
|