Mendel Capital Management’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 | $121K | Hold |
17,750
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $116K | Hold |
17,750
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $123K | Hold |
17,750
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $126K | Hold |
17,750
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $121K | Hold |
17,750
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $127K | Buy |
+17,750
| New | +$127K | 0.08% | 94 |
|