Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$7K | – | 2573 |
|
|
2018
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1682 |
|
|
2018
Q2 | $6K | Sell |
1,000
-1,597
| -61% | -$9.58K | ﹤0.01% | 1739 |
|
|
2018
Q1 | $16K | Buy |
2,597
+1,044
| +67% | +$6.43K | ﹤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% | +$185 | ﹤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 | +$8K | ﹤0.01% | 1257 |
|