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Wealthspire Advisors (Maryland)’s Liberty All-Star Equity Fund USA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$7K – 2575
2018
Q3 		$7K Hold
1,000
– – ﹤0.01% 1684
2018
Q2 		$6K Sell
1,000
-1,597
-61% -$10.2K ﹤0.01% 1741
2018
Q1 		$16K Buy
2,597
+1,044
+67% +$6.63K ﹤0.01% 1380
2017
Q4 		$10K Hold
1,553
– – ﹤0.01% 1595
2017
Q3 		$9K Hold
1,553
– – ﹤0.01% 1620
2017
Q2 		$9K Hold
1,553
– – ﹤0.01% 1587
2017
Q1 		$8K Buy
1,553
+36
+2% +$195 ﹤0.01% 1414
2016
Q4 		$8K Hold
1,517
– – ﹤0.01% 1301
2016
Q3 		$8K Hold
1,517
– – ﹤0.01% 1301
2016
Q2 		$8K Hold
1,517
– – ﹤0.01% 1243
2016
Q1 		$8K Hold
1,517
– – ﹤0.01% 1238
2015
Q4 		$8K Buy
+1,517
New +$8.07K ﹤0.01% 1257

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