Retirement 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
Q1 | $59K | Hold |
8,250
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $52.6K | Buy |
+8,250
| New | +$52.6K | 0.02% | 212 |
|
|
2023
Q3 | – | Sell |
-8,250
| Closed | -$53.4K | – | 830 |
|
|
2023
Q2 | $53.4K | Buy |
+8,250
| New | +$53.4K | 0.02% | 196 |
|
|
2021
Q3 | – | Sell |
-8,250
| Closed | -$75K | – | 710 |
|
|
2021
Q2 | $75K | Hold |
8,250
| – | – | 0.04% | 192 |
|
|
2021
Q1 | $63K | Hold |
8,250
| – | – | 0.03% | 248 |
|
|
2020
Q4 | $56K | Hold |
8,250
| – | – | 0.03% | 249 |
|
|
2020
Q3 | $50K | Buy |
+8,250
| New | +$50K | 0.03% | 243 |
|