Squar Milner Financial Services’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
Q3 | – | Sell |
-16,830
| Closed | -$96K | – | 182 |
|
|
2020
Q2 | $96K | Buy |
+16,830
| New | +$96K | 0.05% | 212 |
|
|
2019
Q4 | – | Sell |
-16,830
| Closed | -$101K | – | 865 |
|
|
2019
Q3 | $101K | Buy |
+16,830
| New | +$101K | 0.05% | 218 |
|
|
2018
Q3 | – | Sell |
-16,830
| Closed | -$108K | – | 865 |
|
|
2018
Q2 | $108K | Hold |
16,830
| – | – | 0.1% | 242 |
|
|
2018
Q1 | $103K | Hold |
16,830
| – | – | 0.13% | 159 |
|
|
2017
Q4 | $111K | Buy |
+16,830
| New | +$111K | 0.13% | 161 |
|