WFG Advisors’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $135K | Sell |
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|
2017
Q1 | $169K | Buy |
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|
2016
Q4 | $154K | Sell |
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|
2016
Q3 | $183K | Sell |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $250K | Buy |
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|
2015
Q3 | $235K | Buy |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $266K | Buy |
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|
2014
Q4 | $248K | Sell |
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|
2014
Q3 | $266K | Buy |
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|
2014
Q2 | $271K | Buy |
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|
2014
Q1 | $257K | Buy |
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|
2013
Q4 | $252K | Buy |
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|
2013
Q3 | $201K | Sell |
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|
2013
Q2 | $199K | Buy |
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