Certuity’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 | $112K | Buy |
16,397
+358
| +2% | +$2.44K | 0.01% | 412 |
|
2025
Q1 | $105K | Buy |
16,039
+766
| +5% | +$5.02K | 0.01% | 390 |
|
2024
Q4 | $106K | Hold |
15,273
| – | – | 0.01% | 364 |
|
2024
Q3 | $108K | Buy |
15,273
+389
| +3% | +$2.76K | 0.01% | 335 |
|
2024
Q2 | $101K | Buy |
14,884
+384
| +3% | +$2.61K | 0.01% | 340 |
|
2024
Q1 | $104K | Buy |
14,500
+694
| +5% | +$4.96K | 0.01% | 312 |
|
2023
Q4 | $88.1K | Hold |
13,806
| – | – | 0.01% | 332 |
|
2023
Q3 | $81.7K | Buy |
13,806
+345
| +3% | +$2.04K | 0.01% | 253 |
|
2023
Q2 | $87.1K | Buy |
13,461
+326
| +2% | +$2.11K | 0.01% | 256 |
|
2023
Q1 | $81.4K | Buy |
13,135
+627
| +5% | +$3.89K | 0.01% | 215 |
|
2022
Q4 | $71.3K | Buy |
+12,508
| New | +$71.3K | 0.01% | 204 |
|