Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,992
| Closed | -$32K | – | 1149 |
|
|
2023
Q4 | $32K | Hold |
4,992
| – | – | ﹤0.01% | 738 |
|
|
2023
Q3 | $30K | Hold |
4,992
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $32K | Hold |
4,992
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $31K | Hold |
4,992
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $28K | Hold |
4,992
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $28K | Buy |
4,992
+818
| +20% | +$4.59K | ﹤0.01% | 674 |
|
|
2022
Q2 | $26K | Buy |
4,174
+692
| +20% | +$4.31K | ﹤0.01% | 598 |
|
|
2022
Q1 | $28K | Buy |
3,482
+354
| +11% | +$2.85K | ﹤0.01% | 643 |
|
|
2021
Q4 | $26K | Hold |
3,128
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $27K | Buy |
3,128
+1,128
| +56% | +$9.74K | ﹤0.01% | 662 |
|
|
2021
Q2 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 790 |
|
|
2021
Q1 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $14K | Buy |
+2,000
| New | +$14K | ﹤0.01% | 664 |
|