First United Bank & Trust’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 | $4.27K | Hold |
627
| – | – | ﹤0.01% | 344 |
|
2025
Q1 | $4.11K | Hold |
627
| – | – | ﹤0.01% | 355 |
|
2024
Q4 | $4.36K | Hold |
627
| – | – | ﹤0.01% | 349 |
|
2024
Q3 | $4.45K | Hold |
627
| – | – | ﹤0.01% | 350 |
|
2024
Q2 | $4.26K | Hold |
627
| – | – | ﹤0.01% | 367 |
|
2024
Q1 | $4.48K | Buy |
627
+14
| +2% | +$100 | ﹤0.01% | 380 |
|
2023
Q4 | $3.91K | Buy |
+613
| New | +$3.91K | ﹤0.01% | 401 |
|