MSH Capital Advisors’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 | $301K | Buy |
44,270
+1,500
| +4% | +$10.2K | 0.09% | 191 |
|
|
2025
Q1 | $280K | Buy |
42,770
+500
| +1% | +$3.28K | 0.09% | 193 |
|
|
2024
Q4 | $294K | Buy |
42,270
+770
| +2% | +$5.35K | 0.09% | 188 |
|
|
2024
Q3 | $295K | Hold |
41,500
| – | – | 0.09% | 195 |
|
|
2024
Q2 | $282K | Hold |
41,500
| – | – | 0.09% | 191 |
|
|
2024
Q1 | $297K | Hold |
41,500
| – | – | 0.1% | 176 |
|
|
2023
Q4 | $265K | Sell |
41,500
-1,015
| -2% | -$6.48K | 0.1% | 177 |
|
|
2023
Q3 | $252K | Sell |
42,515
-1,000
| -2% | -$5.92K | 0.1% | 182 |
|
|
2023
Q2 | $282K | Hold |
43,515
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $270K | Hold |
43,515
| – | – | 0.12% | 168 |
|
|
2022
Q4 | $248K | Buy |
43,515
+3,500
| +9% | +$20K | 0.11% | 175 |
|
|
2022
Q3 | $221K | Hold |
40,015
| – | – | 0.11% | 174 |
|
|
2022
Q2 | $251K | Hold |
40,015
| – | – | 0.12% | 163 |
|
|
2022
Q1 | $323K | Hold |
40,015
| – | – | 0.13% | 151 |
|
|
2021
Q4 | $335K | Buy |
+40,015
| New | +$335K | 0.15% | 139 |
|