Karpus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6.46M | Sell |
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|
2020
Q4 | $16.5M | Buy |
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|
2020
Q3 | $12.1M | Sell |
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|
2020
Q2 | $11.6M | Buy |
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|
2020
Q1 | $6.75M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12.8M | Sell |
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|
2017
Q4 | $20M | Sell |
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|
2017
Q3 | $29.4M | Sell |
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|
2017
Q2 | $38.7M | Sell |
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|
2017
Q1 | $43.9M | Sell |
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|
2016
Q4 | $43.4M | Buy |
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|
2016
Q3 | $43M | Buy |
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|
2016
Q2 | $41.6M | Buy |
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|
2016
Q1 | $40.8M | Buy |
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|
2015
Q4 | $34.9M | Buy |
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|
2015
Q3 | $30.8M | Buy |
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|
2015
Q2 | $32.4M | Buy |
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|
2015
Q1 | $31M | Buy |
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|
2014
Q4 | $26.7M | Buy |
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|
2014
Q3 | $24.1M | Buy |
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|
2014
Q2 | $23.1M | Buy |
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|
2014
Q1 | $20.2M | Sell |
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|
2013
Q4 | $21.1M | Buy |
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|
2013
Q3 | $17.3M | Sell |
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|
2013
Q2 | $21.2M | Buy |
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