Next Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $199K | Buy |
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|
2020
Q3 | $150K | Buy |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $705K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | $182K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $48K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $13K | Sell |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $62K | Buy |
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|
2015
Q4 | $63K | Hold |
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|
2015
Q3 | $60K | Buy |
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|
2015
Q2 | $66K | Buy |
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|
2015
Q1 | $66K | Buy |
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|
2014
Q4 | $66K | Buy |
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|
2014
Q3 | $64K | Buy |
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