Avion Wealth’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 | $0 | Hold |
100
| – | – | ﹤0.01% | 1624 |
|
|
2025
Q1 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1363 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | – | – | 1288 |
|
|
2024
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1341 |
|
|
2024
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 1265 |
|
|
2024
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 999 |
|
|
2023
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2021
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 363 |
|