Harbour Investments’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
$48 Hold
7
﹤0.01% 3550
2025
Q1
$45 Sell
7
-267
-97% -$1.72K ﹤0.01% 3505
2024
Q4
$1.9K Hold
274
﹤0.01% 3034
2024
Q3
$1.94K Sell
274
-24
-8% -$170 ﹤0.01% 2933
2024
Q2
$2.03K Buy
298
+7
+2% +$48 ﹤0.01% 2807
2024
Q1
$2.08K Buy
291
+11
+4% +$79 ﹤0.01% 2776
2023
Q4
$1.79K Buy
280
+140
+100% +$893 ﹤0.01% 2712
2023
Q3
$829 Buy
+140
New +$829 ﹤0.01% 2736
2021
Q4
$35K Sell
4,200
-2,168
-34% -$18.1K ﹤0.01% 1423
2021
Q3
$55K Buy
6,368
+10
+0.2% +$86 ﹤0.01% 1715
2021
Q2
$57K Buy
6,358
+1,310
+26% +$11.7K ﹤0.01% 1737
2021
Q1
$39K Buy
+5,048
New +$39K ﹤0.01% 1838