AE Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $63.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $779K | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $972K | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $1.94M | Buy |
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|
2019
Q1 | $169K | Buy |
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