Merit Financial Group’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 | $73K | Buy |
+10,713
| New | +$73K | ﹤0.01% | 1647 |
|
|
2024
Q4 | – | Sell |
-11,733
| Closed | -$83.3K | – | 1187 |
|
|
2024
Q3 | $83.3K | Buy |
11,733
+849
| +8% | +$6.03K | ﹤0.01% | 810 |
|
|
2024
Q2 | $74K | Hold |
10,884
| – | – | ﹤0.01% | 896 |
|
|
2024
Q1 | $73.8K | Hold |
10,884
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $69.4K | Hold |
10,884
| – | – | ﹤0.01% | 761 |
|
|
2023
Q3 | $64.4K | Buy |
+10,884
| New | +$64.4K | ﹤0.01% | 727 |
|