Bartlett & Co 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 | $952K | Hold |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $3.46K | Hold |
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|
2022
Q4 | $3.26K | Hold |
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|
2022
Q3 | $3.09K | Hold |
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|
2022
Q2 | $3.5K | Hold |
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|
2022
Q1 | $4.51K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.8K | Hold |
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|
2021
Q2 | $5.04K | Hold |
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|
2021
Q1 | $4.26K | Sell |
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|
2020
Q4 | $35.2K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $28.5K | Buy |
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|
2020
Q1 | $21.4K | Sell |
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|
2019
Q4 | $57.1K | Buy |
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|
2019
Q3 | $28.3K | Buy |
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