Mutual 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 | $66K | Sell |
|
|||||
|
2025
Q2 | $92.5K | Hold |
|
|||||
|
2025
Q1 | $87.2K | Hold |
|
|||||
|
2024
Q4 | $98K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $467K | Sell |
|
|||||
|
2022
Q4 | $434K | Sell |
|
|||||
|
2022
Q3 | $536K | Sell |
|
|||||
|
2022
Q2 | $652K | Sell |
|
|||||
|
2022
Q1 | $839K | Buy |
|
|||||
|
2021
Q4 | $763K | Buy |
|
|||||
|
2021
Q3 | $415K | Buy |
|
|||||
|
2021
Q2 | $271K | Buy |
|
|||||
|
2021
Q1 | $129K | Sell |
|
|||||
|
2020
Q4 | $147K | Buy |
|
|||||
|
2020
Q3 | $124K | Hold |
|
|||||
|
2020
Q2 | $118K | Buy |
|
|||||
|
2020
Q1 | $94K | Buy |
|
|||||
|
2019
Q4 | $104K | Buy |
|
|||||
|
2019
Q3 | $71K | Buy |
|