David J. Yvars Group’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 | $185K | Buy |
27,179
+4,640
| +21% | +$31.6K | 0.11% | 79 |
|
|
2025
Q1 | $148K | Hold |
22,539
| – | – | 0.12% | 65 |
|
|
2024
Q4 | $157K | Hold |
22,539
| – | – | 0.1% | 75 |
|
|
2024
Q3 | $160K | Buy |
22,539
+1,060
| +5% | +$7.53K | 0.1% | 76 |
|
|
2024
Q2 | $146K | Sell |
21,479
-7,240
| -25% | -$49.2K | 0.09% | 72 |
|
|
2024
Q1 | $205K | Buy |
28,719
+672
| +2% | +$4.81K | 0.14% | 68 |
|
|
2023
Q4 | $179K | Sell |
28,047
-3,400
| -11% | -$21.7K | 0.14% | 68 |
|
|
2023
Q3 | $186K | Buy |
31,447
+787
| +3% | +$4.66K | 0.16% | 70 |
|
|
2023
Q2 | $198K | Hold |
30,660
| – | – | 0.16% | 73 |
|
|
2023
Q1 | $190K | Buy |
30,660
+18,205
| +146% | +$113K | 0.17% | 71 |
|
|
2022
Q4 | $71K | Buy |
+12,455
| New | +$71K | 0.09% | 66 |
|