Coppell Advisory Solutions’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
Q1 | – | Sell |
-335
| Closed | -$2.34K | – | 1786 |
|
|
2024
Q4 | $2.34K | Hold |
335
| – | – | ﹤0.01% | 1507 |
|
|
2024
Q3 | $2.38K | Hold |
335
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q2 | $2.28K | Buy |
+335
| New | +$2.28K | ﹤0.01% | 1363 |
|
|
2023
Q4 | $2.13K | Sell |
335
-67
| -17% | -$427 | ﹤0.01% | 1283 |
|
|
2023
Q3 | $2.29K | Hold |
402
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $2.56K | Buy |
+402
| New | +$2.56K | ﹤0.01% | 974 |
|
|
2023
Q1 | – | Sell |
-402
| Closed | -$2.29K | – | 1032 |
|
|
2022
Q4 | $2.29K | Buy |
+402
| New | +$2.29K | ﹤0.01% | 826 |
|