Caldwell Trust’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,938
|
|
||||
|
2024
Q1 | $28.2K | Hold |
3,938
|
|
||||
|
2023
Q4 | $25.1K | Hold |
3,938
|
|
||||
|
2023
Q3 | $23.3K | Hold |
3,938
|
|
||||
|
2023
Q2 | $25.5K | Hold |
3,938
|
|
||||
|
2023
Q1 | $24.4K | Hold |
3,938
|
|
||||
|
2022
Q4 | $22.4K | Hold |
3,938
|
|
||||
|
2022
Q3 | $21.8K | Hold |
3,938
|
|
||||
|
2022
Q2 | $24.7K | Hold |
3,938
|
|
||||
|
2022
Q1 | $31.8K | Buy |
+3,938
|
|