Zuckerman Investment Group’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
Q2 | – | Sell |
-103,182
| Closed | -$633K | – | 60 |
|
|
2018
Q1 | $633K | Buy |
103,182
+2,735
| +3% | +$16.8K | 0.16% | 40 |
|
|
2017
Q4 | $633K | Hold |
100,447
| – | – | 0.16% | 42 |
|
|
2017
Q3 | $606K | Buy |
100,447
+2,270
| +2% | +$13.7K | 0.15% | 38 |
|
|
2017
Q2 | $556K | Hold |
98,177
| – | – | 0.15% | 39 |
|
|
2017
Q1 | $536K | Sell |
98,177
-62,081
| -39% | -$339K | 0.13% | 42 |
|
|
2016
Q4 | $827K | Hold |
160,258
| – | – | 0.2% | 39 |
|
|
2016
Q3 | $830K | Buy |
160,258
+70,686
| +79% | +$366K | 0.22% | 32 |
|
|
2016
Q2 | $450K | Buy |
+89,572
| New | +$450K | 0.12% | 44 |
|