Carolinas Wealth Consulting’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 | – | Sell |
-13,149
| Closed | -$86.1K | – | 888 |
|
|
2025
Q1 | $86.1K | Sell |
13,149
-1
| -0% | -$7 | 0.02% | 268 |
|
|
2024
Q4 | $93.8K | Hold |
13,150
| – | – | 0.02% | 261 |
|
|
2024
Q3 | $93.4K | Hold |
13,150
| – | – | 0.02% | 275 |
|
|
2024
Q2 | $89.4K | Buy |
13,150
+1
| +0% | +$7 | 0.02% | 276 |
|
|
2024
Q1 | $94K | Hold |
13,149
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $85.9K | Hold |
13,149
| – | – | 0.02% | 259 |
|
|
2023
Q3 | $76.7K | Hold |
13,149
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $85.1K | Buy |
13,149
+4,563
| +53% | +$29.5K | 0.02% | 284 |
|
|
2023
Q1 | $53.2K | Buy |
8,586
+2,991
| +53% | +$18.5K | 0.01% | 346 |
|
|
2022
Q4 | $32.2K | Buy |
+5,595
| New | +$32.2K | 0.01% | 414 |
|