IHT Wealth Management’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 | $389K | Sell |
57,096
-1,086
| -2% | -$7.4K | 0.01% | 791 |
|
|
2025
Q1 | $381K | Buy |
58,182
+20,822
| +56% | +$136K | 0.01% | 764 |
|
|
2024
Q4 | $260K | Buy |
37,360
+5,500
| +17% | +$38.2K | 0.01% | 912 |
|
|
2024
Q3 | $226K | Buy |
31,860
+807
| +3% | +$5.73K | 0.01% | 1038 |
|
|
2024
Q2 | $211K | Buy |
31,053
+795
| +3% | +$5.41K | 0.01% | 941 |
|
|
2024
Q1 | $216K | Buy |
30,258
+1,441
| +5% | +$10.3K | 0.01% | 915 |
|
|
2023
Q4 | $184K | Buy |
28,817
+5,675
| +25% | +$36.2K | 0.01% | 918 |
|
|
2023
Q3 | $137K | Buy |
23,142
+2,818
| +14% | +$16.7K | 0.01% | 907 |
|
|
2023
Q2 | $131K | Buy |
20,324
+9,603
| +90% | +$62.1K | 0.01% | 916 |
|
|
2023
Q1 | $66.5K | Buy |
+10,721
| New | +$66.5K | ﹤0.01% | 920 |
|