Cerity Partners’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 |
-10,733
| Closed | -$70.3K | – | 2756 |
|
|
2025
Q1 | $70.3K | Buy |
10,733
+366
| +4% | +$2.4K | ﹤0.01% | 2359 |
|
|
2024
Q4 | $72.1K | Buy |
+10,367
| New | +$72.1K | ﹤0.01% | 2363 |
|
|
2022
Q1 | – | Sell |
-16,719
| Closed | -$140K | – | 1115 |
|
|
2021
Q4 | $140K | Buy |
+16,719
| New | +$140K | ﹤0.01% | 961 |
|