Segall Bryant & Hamill’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-11,381
| Closed | -$73K | – | 861 |
|
2019
Q3 | $73K | Hold |
11,381
| – | – | ﹤0.01% | 808 |
|
2019
Q2 | $73K | Hold |
11,381
| – | – | ﹤0.01% | 801 |
|
2019
Q1 | $70K | Sell |
11,381
-5,183
| -31% | -$31.9K | ﹤0.01% | 810 |
|
2018
Q4 | $89K | Buy |
16,564
+5,183
| +46% | +$27.8K | ﹤0.01% | 804 |
|
2018
Q3 | $78K | Hold |
11,381
| – | – | ﹤0.01% | 834 |
|
2018
Q2 | $73K | Buy |
+11,381
| New | +$73K | ﹤0.01% | 844 |
|