MARKS GROUP WEALTH MANAGEMENT, INC – Liberty All-Star Equity Fund Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$1.55M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-11.94%
quarter
Liberty All-Star Equity Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -212K | $5.53 | 281.94K | |
| Q2 2022 | share | Increase | +0.89% | 2.48K shares | -487K | $6.28 | 281.94K |
| Q1 2022 | share | 0.00% | 0 shares | -84K | $8.08 | 279.46K | |
| Q4 2021 | share | Increase | +47.50% | 90K shares | 713K | $8.39 | 279.46K |
| Q3 2021 | share | Decrease | -2.47% | -4.80K shares | -127K | $8.39 | 189.46K |
| Q2 2021 | share | Increase | +2.54% | 4.80K shares | 310K | $8.61 | 194.26K |
| Q1 2021 | share | 0.00% | 0 shares | 139K | $7.1 | 189.46K | |
| Q4 2020 | share | Increase | 0.00% | 189.46K shares | 1.30M | $6.25 | 189.46K |