Integrated Wealth Concepts’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 | $2.5M | Buy |
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|
2025
Q2 | $70.1K | Sell |
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|
2025
Q1 | $68.3K | Buy |
|
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|
2024
Q4 | $71.6K | Sell |
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|
2024
Q3 | $80.1K | Sell |
|
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|
2024
Q2 | $81.7K | Sell |
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|
2024
Q1 | $86.1K | Sell |
|
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|
2023
Q4 | $83.6K | Buy |
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|
2023
Q3 | $73.8K | Hold |
|
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|
2023
Q2 | $80.6K | Sell |
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|
2023
Q1 | $81K | Buy |
|