Apollon Wealth Management’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 | $71K | Hold |
10,431
| – | – | ﹤0.01% | 1232 |
|
|
2025
Q1 | $68.3K | Sell |
10,431
-1,438
| -12% | -$9.42K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $82.5K | Buy |
+11,869
| New | +$82.5K | ﹤0.01% | 1142 |
|
|
2023
Q4 | – | Sell |
-24,928
| Closed | -$148K | – | 1108 |
|
|
2023
Q3 | $148K | Sell |
24,928
-701
| -3% | -$4.15K | 0.01% | 851 |
|
|
2023
Q2 | $166K | Buy |
25,629
+1,926
| +8% | +$12.5K | 0.01% | 884 |
|
|
2023
Q1 | $147K | Buy |
23,703
+4,423
| +23% | +$27.4K | 0.01% | 810 |
|
|
2022
Q4 | $110K | Buy |
19,280
+1,148
| +6% | +$6.54K | 0.01% | 809 |
|
|
2022
Q3 | $100K | Buy |
+18,132
| New | +$100K | 0.01% | 767 |
|
|
2021
Q1 | – | Sell |
-15,750
| Closed | -$109K | – | 370 |
|
|
2020
Q4 | $109K | Buy |
+15,750
| New | +$109K | 0.03% | 194 |
|