Nations Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,094
| Closed | -$71.7K | – | 715 |
|
|
2024
Q3 | $71.7K | Buy |
10,094
+10
| +0.1% | +$71 | 0.01% | 661 |
|
|
2024
Q2 | $68.6K | Buy |
10,084
+10
| +0.1% | +$68 | 0.01% | 622 |
|
|
2024
Q1 | $72K | Buy |
10,074
+19
| +0.2% | +$136 | 0.01% | 614 |
|
|
2023
Q4 | $64.2K | Sell |
10,055
-368
| -4% | -$2.35K | 0.01% | 610 |
|
|
2023
Q3 | $61.7K | Sell |
10,423
-295
| -3% | -$1.75K | 0.01% | 603 |
|
|
2023
Q2 | $69.3K | Hold |
10,718
| – | – | 0.01% | 605 |
|
|
2023
Q1 | $66.5K | Buy |
+10,718
| New | +$66.5K | 0.01% | 605 |
|