Avior 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
Q2 | $310K | Hold |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $2.97M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $11K | Buy |
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