Institute for Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Buy |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $628K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $449K | Buy |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $564K | Buy |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $477K | Hold |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $532K | Sell |
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|
2018
Q2 | $504K | Sell |
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|
2018
Q1 | $498K | Buy |
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|
2017
Q4 | $490K | Buy |
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|
2017
Q3 | $449K | Buy |
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|
2017
Q2 | $413K | Buy |
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