WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $135K | Sell |
23,770
-7,268
| -23% | -$41.3K | 0.03% | 456 |
|
|
2017
Q1 | $169K | Buy |
31,038
+1,276
| +4% | +$6.95K | 0.05% | 368 |
|
|
2016
Q4 | $154K | Sell |
29,762
-5,639
| -16% | -$29.2K | 0.04% | 436 |
|
|
2016
Q3 | $183K | Sell |
35,401
-7,626
| -18% | -$39.4K | 0.05% | 387 |
|
|
2016
Q2 | $216K | Buy |
43,027
+487
| +1% | +$2.45K | 0.06% | 317 |
|
|
2016
Q1 | $211K | Sell |
42,540
-4,270
| -9% | -$21.2K | 0.06% | 290 |
|
|
2015
Q4 | $250K | Buy |
46,810
+543
| +1% | +$2.9K | 0.07% | 252 |
|
|
2015
Q3 | $235K | Buy |
46,267
+1,018
| +2% | +$5.17K | 0.07% | 258 |
|
|
2015
Q2 | $260K | Sell |
45,249
-303
| -0.7% | -$1.74K | 0.07% | 269 |
|
|
2015
Q1 | $266K | Buy |
45,552
+4,062
| +10% | +$23.7K | 0.07% | 282 |
|
|
2014
Q4 | $248K | Sell |
41,490
-4,095
| -9% | -$24.5K | 0.05% | 371 |
|
|
2014
Q3 | $266K | Buy |
45,585
+552
| +1% | +$3.22K | 0.05% | 383 |
|
|
2014
Q2 | $271K | Buy |
45,033
+1,384
| +3% | +$8.33K | 0.05% | 382 |
|
|
2014
Q1 | $257K | Buy |
43,649
+1,398
| +3% | +$8.23K | 0.05% | 384 |
|
|
2013
Q4 | $252K | Buy |
42,251
+5,164
| +14% | +$30.8K | 0.04% | 460 |
|
|
2013
Q3 | $201K | Sell |
37,087
-1,258
| -3% | -$6.82K | 0.03% | 480 |
|
|
2013
Q2 | $199K | Buy |
+38,345
| New | +$199K | 0.03% | 459 |
|