EverSource Wealth 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
$81.7K Buy
12,000
+2,000
+20% +$13.6K ﹤0.01% 1308
2025
Q1
$65.5K Hold
10,000
﹤0.01% 1103
2024
Q4
$69.5K Buy
10,000
+1,000
+11% +$6.95K ﹤0.01% 1041
2024
Q3
$63.9K Hold
9,000
﹤0.01% 966
2024
Q2
$61.3K Buy
+9,000
New +$61.3K ﹤0.01% 997