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Harbour Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Harbour Investments’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.2K Buy
+4,186
New +$25K ﹤0.01% 2792
2025
Q3 		– Sell
-7
Closed -$48 – 3859
2025
Q2 		$48 Hold
7
– – ﹤0.01% 3550
2025
Q1 		$45 Sell
7
-267
-97% -$1.84K ﹤0.01% 3505
2024
Q4 		$1.9K Hold
274
– – ﹤0.01% 3034
2024
Q3 		$1.94K Sell
274
-24
-8% -$165 ﹤0.01% 2933
2024
Q2 		$2.03K Buy
298
+7
+2% +$48 ﹤0.01% 2807
2024
Q1 		$2.08K Buy
291
+11
+4% +$74 ﹤0.01% 2776
2023
Q4 		$1.79K Buy
280
+140
+100% +$851 ﹤0.01% 2712
2023
Q3 		$829 Buy
+140
New +$889 ﹤0.01% 2736
2021
Q4 		$35K Sell
4,200
-2,168
-34% -$18.3K ﹤0.01% 1423
2021
Q3 		$55K Buy
6,368
+10
+0.2% +$87 ﹤0.01% 1715
2021
Q2 		$57K Buy
6,358
+1,310
+26% +$11K ﹤0.01% 1737
2021
Q1 		$39K Buy
+5,048
New +$36.9K ﹤0.01% 1838

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