SAX WEALTH ADVISORS, LLC – Liberty All-Star Equity Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$93,000
portfolio value
SAX WEALTH ADVISORS, LLC 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 | -12K | $5.53 | 16.76K | |
| Q2 2022 | share | 0.00% | 0 shares | -30K | $6.28 | 16.76K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $8.08 | 16.76K | |
| Q4 2021 | share | 0.00% | 0 shares | -4K | $8.39 | 16.76K | |
| Q3 2021 | share | 0.00% | 0 shares | -8K | $8.39 | 16.76K | |
| Q2 2021 | share | 0.00% | 0 shares | 24K | $8.61 | 16.76K | |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $7.1 | 16.76K | |
| Q4 2020 | share | Increase | 0.00% | 16.76K shares | 116K | $6.25 | 16.76K |