Integrated Wealth Concepts’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 | $70.1K | Sell |
10,299
-136
| -1% | -$926 | ﹤0.01% | 1852 |
|
|
2025
Q1 | $68.4K | Buy |
10,435
+136
| +1% | +$891 | ﹤0.01% | 1694 |
|
|
2024
Q4 | $71.6K | Sell |
10,299
-988
| -9% | -$6.87K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $80.1K | Sell |
11,287
-725
| -6% | -$5.15K | ﹤0.01% | 1616 |
|
|
2024
Q2 | $81.7K | Sell |
12,012
-35
| -0.3% | -$238 | ﹤0.01% | 1588 |
|
|
2024
Q1 | $86.1K | Sell |
12,047
-1,051
| -8% | -$7.52K | ﹤0.01% | 1587 |
|
|
2023
Q4 | $83.6K | Buy |
13,098
+636
| +5% | +$4.06K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $73.8K | Hold |
12,462
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q2 | $80.6K | Sell |
12,462
-654
| -5% | -$4.23K | ﹤0.01% | 1500 |
|
|
2023
Q1 | $81K | Buy |
+13,116
| New | +$81K | ﹤0.01% | 1287 |
|