PRIMORIS WEALTH ADVISORS, LLC – Liberty All-Star Equity Fund Transaction History
PRIMORIS WEALTH ADVISORS, LLC portfolio value:
$136,000
portfolio value
PRIMORIS 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 | Decrease | -3.89% | -974 shares | -19K | $5.53 | 24.06K |
| Q2 2022 | share | Increase | +0.12% | 30 shares | -46K | $6.28 | 25.03K |
| Q1 2022 | share | Increase | +18.51% | 3.90K shares | 26K | $8.08 | 25.00K |
| Q4 2021 | share | Increase | 0.00% | 21.1K shares | 175K | $8.39 | 21.1K |