Graves Light Lenhart Wealth’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
Q3 | $95.1K | Hold |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $98.3K | Hold |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $95.7K | Hold |
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|
2023
Q3 | $88.2K | Hold |
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|
2023
Q2 | $97K | Hold |
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|
2023
Q1 | $93K | Hold |
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|
2022
Q4 | $85.5K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $104K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $65K | Buy |
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