Pathway Financial Advisers’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
Q1 | – | Sell |
-1,250
| Closed | -$8.69K | – | 396 |
|
|
2024
Q4 | $8.69K | Hold |
1,250
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $8.88K | Hold |
1,250
| – | – | ﹤0.01% | 302 |
|
|
2024
Q2 | $8.5K | Hold |
1,250
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $8.94K | Buy |
+1,250
| New | +$8.94K | ﹤0.01% | 357 |
|
|
2023
Q4 | – | Sell |
-1,251
| Closed | -$7.4K | – | 486 |
|
|
2023
Q3 | $7.4K | Buy |
+1,251
| New | +$7.4K | ﹤0.01% | 390 |
|
|
2023
Q1 | $7.91K | Sell |
1,275
-1,002
| -44% | -$6.21K | ﹤0.01% | 408 |
|
|
2022
Q4 | $13K | Buy |
+2,277
| New | +$13K | 0.01% | 379 |
|