Bogart Wealth LLC’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 | $6.81K | Hold |
1,000
| – | – | ﹤0.01% | 869 |
|
|
2025
Q1 | $6.55K | Hold |
1,000
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $6.95K | Hold |
1,000
| – | – | ﹤0.01% | 807 |
|
|
2024
Q3 | $7.1K | Hold |
1,000
| – | – | ﹤0.01% | 761 |
|
|
2024
Q2 | $6.8K | Hold |
1,000
| – | – | ﹤0.01% | 725 |
|
|
2024
Q1 | $7.15K | Hold |
1,000
| – | – | ﹤0.01% | 697 |
|
|
2023
Q4 | $6.38K | Hold |
1,000
| – | – | ﹤0.01% | 704 |
|
|
2023
Q3 | $5.92K | Hold |
1,000
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $6.47K | Buy |
+1,000
| New | +$6.47K | ﹤0.01% | 658 |
|