CIBC Private Wealth Group’s Liberty All-Star Equity Fund USA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1K | Hold |
11,325
| – | – | ﹤0.01% | 1500 |
|
|
2025
Q1 | $67.3K | Hold |
11,325
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q4 | $79.7K | Hold |
11,325
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q3 | $80.4K | Hold |
11,325
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q2 | $78K | Hold |
11,325
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q1 | $81K | Hold |
11,325
| – | – | ﹤0.01% | 1483 |
|
|
2023
Q4 | $72.3K | Sell |
11,325
-9,100
| -45% | -$58.1K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $121K | Buy |
+20,425
| New | +$121K | ﹤0.01% | 1028 |
|