Alpha Cubed Investments’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
Q2 | – | Sell |
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|
2025
Q1 | $75.8K | Hold |
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|
2024
Q4 | $80.4K | Hold |
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|
2024
Q3 | $82.1K | Hold |
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|
2024
Q2 | $78.7K | Hold |
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|
2024
Q1 | $82.7K | Hold |
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|
2023
Q4 | $73.8K | Buy |
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|
2023
Q3 | $62.5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $136K | Buy |
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|
2017
Q3 | $90K | Buy |
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