Altus Wealth Group’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 | $232K | Hold |
34,122
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $223K | Hold |
34,122
| – | – | 0.1% | 121 |
|
|
2024
Q4 | $237K | Buy |
34,122
+4,454
| +15% | +$31K | 0.1% | 128 |
|
|
2024
Q3 | $211K | Sell |
29,668
-5,033
| -15% | -$35.7K | 0.09% | 134 |
|
|
2024
Q2 | $236K | Sell |
34,701
-554
| -2% | -$3.77K | 0.12% | 118 |
|
|
2024
Q1 | $252K | Hold |
35,255
| – | – | 0.13% | 118 |
|
|
2023
Q4 | $225K | Hold |
35,255
| – | – | 0.12% | 125 |
|
|
2023
Q3 | $209K | Hold |
35,255
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $228K | Hold |
35,255
| – | – | 0.14% | 122 |
|
|
2023
Q1 | $219K | Hold |
35,255
| – | – | 0.15% | 117 |
|
|
2022
Q4 | $201K | Buy |
35,255
+3,936
| +13% | +$22.4K | 0.15% | 130 |
|
|
2022
Q3 | $269K | Hold |
31,319
| – | – | 0.27% | 89 |
|
|
2022
Q2 | $269K | Sell |
31,319
-3,031
| -9% | -$26K | 0.27% | 89 |
|
|
2022
Q1 | $278K | Hold |
34,350
| – | – | 0.23% | 85 |
|
|
2021
Q4 | $288K | Buy |
34,350
+3,031
| +10% | +$25.4K | 0.24% | 90 |
|
|
2021
Q3 | $269K | Hold |
31,319
| – | – | 0.27% | 89 |
|
|
2021
Q2 | $283K | Hold |
31,319
| – | – | 0.28% | 83 |
|
|
2021
Q1 | $258K | Hold |
31,319
| – | – | 0.26% | 86 |
|
|
2020
Q4 | $216K | Buy |
+31,319
| New | +$216K | 0.21% | 92 |
|