RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,052
| Closed | -$66K | – | 248 |
|
|
2020
Q3 | $66K | Sell |
11,052
-4,000
| -27% | -$23.9K | 0.03% | 222 |
|
|
2020
Q2 | $86K | Hold |
15,052
| – | – | 0.04% | 212 |
|
|
2020
Q1 | $73K | Buy |
15,052
+1,000
| +7% | +$4.85K | 0.04% | 183 |
|
|
2019
Q4 | $95K | Hold |
14,052
| – | – | 0.04% | 248 |
|
|
2019
Q3 | $92K | Buy |
14,052
+2,000
| +17% | +$13.1K | 0.04% | 241 |
|
|
2019
Q2 | $78K | Hold |
12,052
| – | – | 0.04% | 225 |
|
|
2019
Q1 | $76K | Buy |
+12,052
| New | +$76K | 0.04% | 218 |
|