OneDigital Investment 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 | $141K | Buy |
20,775
+1,500
| +8% | +$10.2K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $126K | Buy |
+19,275
| New | +$126K | ﹤0.01% | 1353 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$6K | – | 1079 |
|
|
2019
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 970 |
|
|
2018
Q4 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 959 |
|