TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,321
| Closed | -$16K | – | 675 |
|
|
2020
Q4 | $16K | Hold |
2,321
| – | – | ﹤0.01% | 482 |
|
|
2020
Q3 | $13K | Hold |
2,321
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $13K | Hold |
2,321
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $11K | Hold |
2,321
| – | – | ﹤0.01% | 439 |
|
|
2019
Q4 | $16K | Buy |
+2,321
| New | +$16K | ﹤0.01% | 528 |
|
|
2019
Q3 | – | Sell |
-2,321
| Closed | -$14K | – | 687 |
|
|
2019
Q2 | $14K | Buy |
+2,321
| New | +$14K | ﹤0.01% | 510 |
|
|
2018
Q4 | – | Sell |
-2,338
| Closed | -$15.9K | – | 870 |
|
|
2018
Q3 | $15.9K | Buy |
+2,338
| New | +$15.9K | ﹤0.01% | 653 |
|