Level Four Advisory Services’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 | $157K | Buy |
+23,018
| New | +$157K | 0.01% | 762 |
|
|
2023
Q3 | – | Sell |
-16,373
| Closed | -$106K | – | 855 |
|
|
2023
Q2 | $106K | Buy |
16,373
+362
| +2% | +$2.34K | 0.01% | 775 |
|
|
2023
Q1 | $99.3K | Buy |
+16,011
| New | +$99.3K | 0.01% | 734 |
|
|
2022
Q3 | – | Sell |
-14,450
| Closed | -$91K | – | 586 |
|
|
2022
Q2 | $91K | Sell |
14,450
-10,192
| -41% | -$64.2K | 0.01% | 537 |
|
|
2022
Q1 | $199K | Buy |
24,642
+653
| +3% | +$5.27K | 0.02% | 613 |
|
|
2021
Q4 | $201K | Buy |
+23,989
| New | +$201K | 0.02% | 613 |
|