Tilia Fiduciary Partners’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 |
-8,466
| Closed | -$54.8K | – | 473 |
|
|
2023
Q2 | $54.8K | Hold |
8,466
| – | – | 0.05% | 196 |
|
|
2023
Q1 | $52.5K | Hold |
8,466
| – | – | 0.05% | 203 |
|
|
2022
Q4 | $48.3K | Hold |
8,466
| – | – | 0.05% | 202 |
|
|
2022
Q3 | $48K | Hold |
8,466
| – | – | 0.05% | 202 |
|
|
2022
Q2 | $54K | Hold |
8,466
| – | – | 0.05% | 200 |
|
|
2022
Q1 | $68K | Hold |
8,466
| – | – | 0.06% | 194 |
|
|
2021
Q4 | $71K | Buy |
+8,466
| New | +$71K | 0.06% | 190 |
|