Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-812
| Closed | -$5.25K | – | 2466 |
|
|
2023
Q2 | $5.25K | Buy |
+812
| New | +$5.25K | ﹤0.01% | 1984 |
|
|
2022
Q3 | – | Sell |
-18,231
| Closed | -$114K | – | 2601 |
|
|
2022
Q2 | $114K | Sell |
18,231
-27,200
| -60% | -$170K | ﹤0.01% | 989 |
|
|
2022
Q1 | $367K | Buy |
45,431
+10,200
| +29% | +$82.4K | 0.01% | 659 |
|
|
2021
Q4 | $295K | Sell |
35,231
-1,019
| -3% | -$8.53K | 0.01% | 912 |
|
|
2021
Q3 | $312K | Hold |
36,250
| – | – | 0.01% | 739 |
|
|
2021
Q2 | $328K | Hold |
36,250
| – | – | 0.01% | 739 |
|
|
2021
Q1 | $147K | Buy |
+36,250
| New | +$147K | ﹤0.01% | 1204 |
|