DJYG
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David J. Yvars Group’s Liberty All-Star Equity Fund USA Stock Holding History

David J. Yvars Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,874
Closed -$208K – 103
2025
Q3 		$208K Buy
32,874
+5,695
+21% +$37.6K 0.11% 87
2025
Q2 		$185K Buy
27,179
+4,640
+21% +$30.2K 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% +$7.27K 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% +$4.49K 0.14% 68
2023
Q4 		$179K Sell
28,047
-3,400
-11% -$20.7K 0.14% 68
2023
Q3 		$186K Buy
31,447
+787
+3% +$5K 0.16% 70
2023
Q2 		$198K Hold
30,660
– – 0.16% 73
2023
Q1 		$190K Buy
30,660
+18,205
+146% +$112K 0.17% 71
2022
Q4 		$71K Buy
+12,455
New +$74.4K 0.09% 66

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