Clearstead Advisors’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 | $7K | Hold |
1,028
| – | – | ﹤0.01% | 2004 |
|
|
2025
Q1 | $6.73K | Hold |
1,028
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q4 | $7.15K | Hold |
1,028
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q3 | $7.3K | Hold |
1,028
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q2 | $6.99K | Buy |
+1,028
| New | +$6.99K | ﹤0.01% | 1619 |
|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$35K | – | 1185 |
|
|
2020
Q4 | $35K | Buy |
+5,000
| New | +$35K | ﹤0.01% | 560 |
|