HHM Wealth Advisors’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 | $16.4K | Hold |
2,402
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $15.7K | Hold |
2,402
| – | – | ﹤0.01% | 529 |
|
|
2024
Q4 | $16.7K | Hold |
2,402
| – | – | ﹤0.01% | 521 |
|
|
2024
Q3 | $17.1K | Hold |
2,402
| – | – | ﹤0.01% | 492 |
|
|
2024
Q2 | $16.3K | Buy |
+2,402
| New | +$16.3K | ﹤0.01% | 484 |
|
|
2024
Q1 | – | Sell |
-1,230
| Closed | -$7.85K | – | 777 |
|
|
2023
Q4 | $7.85K | Buy |
+1,230
| New | +$7.85K | ﹤0.01% | 552 |
|