Altus Wealth Group’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 | $204K | Sell |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $216K | Buy |
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