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 |
|