Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $92.2K | Sell |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $103K | Buy |
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|
2023
Q4 | $75K | Sell |
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|
2023
Q3 | $76.7K | Buy |
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|
2023
Q2 | $69.6K | Hold |
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|
2023
Q1 | $64.3K | Hold |
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|
2022
Q4 | $66.2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $93K | Hold |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $55K | Hold |
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|
2019
Q4 | $78K | Buy |
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