Apollon 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 | $66.1K | Hold |
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|
2025
Q2 | $71K | Hold |
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|
2025
Q1 | $68.3K | Sell |
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|
2024
Q4 | $82.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $109K | Buy |
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