SII Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $155K | Buy |
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|
2017
Q2 | $144K | Sell |
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|
2017
Q1 | $200K | Sell |
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|
2016
Q4 | $211K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2016
Q2 | $167K | Sell |
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|
2016
Q1 | $172K | Buy |
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|
2015
Q4 | $166K | Sell |
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|
2015
Q3 | $169K | Buy |
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|
2015
Q2 | $174K | Sell |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | $265K | Buy |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $210K | Buy |
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|
2013
Q4 | $219K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $210K | Buy |
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