Alpha Cubed Investments’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,570
| Closed | -$75.8K | – | 321 |
|
|
2025
Q1 | $75.8K | Hold |
11,570
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $80.4K | Hold |
11,570
| – | – | ﹤0.01% | 262 |
|
|
2024
Q3 | $82.1K | Hold |
11,570
| – | – | ﹤0.01% | 265 |
|
|
2024
Q2 | $78.7K | Hold |
11,570
| – | – | ﹤0.01% | 285 |
|
|
2024
Q1 | $82.7K | Hold |
11,570
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $73.8K | Buy |
11,570
+1,020
| +10% | +$6.51K | ﹤0.01% | 275 |
|
|
2023
Q3 | $62.5K | Buy |
+10,550
| New | +$62.5K | ﹤0.01% | 255 |
|
|
2018
Q1 | – | Sell |
-21,518
| Closed | -$136K | – | 243 |
|
|
2017
Q4 | $136K | Buy |
21,518
+6,648
| +45% | +$42K | 0.02% | 234 |
|
|
2017
Q3 | $90K | Buy |
+14,870
| New | +$90K | 0.01% | 222 |
|