Prime Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,251
| Closed | -$69.7K | – | 949 |
|
|
2024
Q2 | $69.7K | Buy |
+10,251
| New | +$69.7K | ﹤0.01% | 893 |
|
|
2024
Q1 | – | Sell |
-11,301
| Closed | -$72.1K | – | 1027 |
|
|
2023
Q4 | $72.1K | Buy |
11,301
+700
| +7% | +$4.47K | ﹤0.01% | 922 |
|
|
2023
Q3 | $62.8K | Buy |
10,601
+585
| +6% | +$3.46K | ﹤0.01% | 732 |
|
|
2023
Q2 | $64.8K | Buy |
+10,016
| New | +$64.8K | ﹤0.01% | 743 |
|
|
2023
Q1 | – | Sell |
-11,026
| Closed | -$62.8K | – | 646 |
|
|
2022
Q4 | $62.8K | Buy |
+11,026
| New | +$62.8K | ﹤0.01% | 515 |
|