GoalVest Advisory’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 | $20.9K | Sell |
3,075
-525
| -15% | -$3.58K | 0.01% | 271 |
|
|
2025
Q1 | $23.6K | Hold |
3,600
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $25K | Hold |
3,600
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $25.6K | Hold |
3,600
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $24.5K | Hold |
3,600
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $25.7K | Hold |
3,600
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $23K | Hold |
3,600
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $21.3K | Hold |
3,600
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $23.3K | Buy |
+3,600
| New | +$23.3K | 0.01% | 187 |
|