Fidelity Investments’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$3.48K | – | 5698 |
|
|
2024
Q4 | $3.48K | Buy |
500
+498
| +24,900% | +$3.58K | ﹤0.01% | 4726 |
|
|
2024
Q3 | $14 | Hold |
2
| – | – | ﹤0.01% | 5403 |
|
|
2024
Q2 | $14 | Sell |
2
-17,623
| -100% | -$120K | ﹤0.01% | 5247 |
|
|
2024
Q1 | $126K | Buy |
17,625
+17,623
| +881,150% | +$118K | ﹤0.01% | 3194 |
|
|
2023
Q4 | $13 | Hold |
2
| – | – | ﹤0.01% | 5283 |
|
|
2023
Q3 | $12 | Sell |
2
-7
| -78% | -$44 | ﹤0.01% | 5163 |
|
|
2023
Q2 | $58 | Buy |
9
+7
| +350% | +$43 | ﹤0.01% | 5006 |
|
|
2023
Q1 | $12 | Buy |
2
+1
| +100% | +$6 | ﹤0.01% | 5163 |
|
|
2022
Q4 | $6 | Sell |
1
-2
| -67% | -$12 | ﹤0.01% | 5284 |
|
|
2022
Q3 | $0 | Buy |
3
+2
| +200% | +$13 | ﹤0.01% | 5424 |
|
|
2022
Q2 | $0 | Sell |
1
-2
| -67% | -$14 | ﹤0.01% | 5502 |
|
|
2022
Q1 | $0 | Buy |
3
+2
| +200% | +$15 | ﹤0.01% | 5503 |
|
|
2021
Q4 | $0 | Sell |
1
-2
| -67% | -$17 | ﹤0.01% | 4956 |
|
|
2021
Q3 | $0 | Buy |
3
+1
| +50% | +$9 | ﹤0.01% | 5062 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | +$17 | ﹤0.01% | 4904 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 4019 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | +$11 | ﹤0.01% | 4190 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 4283 |
|
|
2019
Q4 | $0 | Sell |
1
-1
| -50% | -$7 | ﹤0.01% | 4286 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | +$13 | ﹤0.01% | 4244 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 4197 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | +$12 | ﹤0.01% | 4232 |
|
Other funds holding USA
B
GC
PCM