Moisand Fitzgerald Tamayo’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
Q4 | – | Sell |
-3
| Closed | – | – | 303 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 309 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 329 |
|
|
2018
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 342 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 316 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 325 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 187 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 238 |
|