WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,167
| Closed | -$8.34K | – | 1224 |
|
|
2024
Q1 | $8.34K | Buy |
+1,167
| New | +$8.34K | ﹤0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-1,167
| Closed | -$6.91K | – | 824 |
|
|
2023
Q3 | $6.91K | Hold |
1,167
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $7.55K | Hold |
1,167
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $7.24K | Buy |
+1,167
| New | +$7.24K | ﹤0.01% | 625 |
|