MSH Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Hold |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $335K | Buy |
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