International Assets Investment 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
Q2 | $180K | Buy |
|
|||||
|
2025
Q1 | $143K | Buy |
|
|||||
|
2024
Q4 | $146K | Sell |
|
|||||
|
2024
Q3 | $20.8K | Buy |
|
|||||
|
2024
Q2 | $138K | Buy |
|
|||||
|
2024
Q1 | $141K | Buy |
|
|||||
|
2023
Q4 | $120K | Hold |
|
|||||
|
2023
Q3 | $111K | Buy |
|
|||||
|
2023
Q2 | $119K | Buy |
|
|||||
|
2023
Q1 | $111K | Sell |
|
|||||
|
2022
Q4 | $152K | Buy |
|
|||||
|
2022
Q3 | $97K | Buy |
|
|||||
|
2022
Q2 | $109 | Sell |
|
|||||
|
2022
Q1 | $147K | Buy |
|
|||||
|
2021
Q4 | $151K | Buy |
|
|||||
|
2021
Q3 | $139K | Buy |
|
|||||
|
2021
Q2 | $143K | Sell |
|
|||||
|
2021
Q1 | $215K | Buy |
|
|||||
|
2020
Q4 | $99K | Buy |
|
|||||
|
2020
Q3 | $82K | Buy |
|
|||||
|
2020
Q2 | $76K | Buy |
|
|||||
|
2020
Q1 | $58K | Buy |
|