Moneta Group Investment Advisors’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 |
-10,669
| Closed | -$59K | – | 472 |
|
|
2022
Q3 | $59K | Sell |
10,669
-796
| -7% | -$4.4K | ﹤0.01% | 420 |
|
|
2022
Q2 | $72K | Buy |
11,465
+698
| +6% | +$4.38K | ﹤0.01% | 453 |
|
|
2022
Q1 | $87K | Buy |
10,767
+27
| +0.3% | +$218 | ﹤0.01% | 435 |
|
|
2021
Q4 | $90K | Buy |
10,740
+42
| +0.4% | +$352 | ﹤0.01% | 464 |
|
|
2021
Q3 | $92K | Sell |
10,698
-68,727
| -87% | -$591K | ﹤0.01% | 446 |
|
|
2021
Q2 | $718K | Buy |
79,425
+3,409
| +4% | +$30.8K | 0.03% | 231 |
|
|
2021
Q1 | $580K | Buy |
+76,016
| New | +$580K | 0.03% | 238 |
|