Koshinski Asset Management
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Koshinski Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Koshinski Asset Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,148
Closed -$125K – 638
2023
Q3 		$125K Hold
21,148
– – 0.01% 551
2023
Q2 		$137K Sell
21,148
-20,543
-49% -$125K 0.01% 583
2023
Q1 		$258K Sell
41,691
-21,040
-34% -$129K 0.03% 458
2022
Q4 		$358K Hold
62,731
– – 0.03% 424
2022
Q3 		$347K Buy
62,731
+1,049
+2% +$6.77K 0.04% 389
2022
Q2 		$387K Buy
61,682
+570
+0.9% +$3.95K 0.04% 419
2022
Q1 		$494K Buy
61,112
+1,602
+3% +$12.3K 0.04% 392
2021
Q4 		$499K Hold
59,510
– – 0.04% 402
2021
Q3 		$512K Buy
59,510
+29,963
+101% +$261K 0.04% 392
2021
Q2 		$267K Sell
29,547
-1,362
-4% -$11.4K 0.03% 463
2021
Q1 		$236K Buy
30,909
+509
+2% +$3.72K 0.03% 527
2020
Q4 		$210K Sell
30,400
-8,000
-21% -$51.4K 0.03% 508
2020
Q3 		$238 Buy
+38,400
New +$229K 0.03% 447

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