Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $86.1K | Sell |
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|
2024
Q4 | $93.8K | Hold |
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|
2024
Q3 | $93.4K | Hold |
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|
2024
Q2 | $89.4K | Buy |
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|
2024
Q1 | $94K | Hold |
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|
2023
Q4 | $85.9K | Hold |
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|
2023
Q3 | $76.7K | Hold |
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|
2023
Q2 | $85.1K | Buy |
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|
2023
Q1 | $53.2K | Buy |
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|
2022
Q4 | $32.2K | Buy |
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