Private Trust Company’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 | $418 | Hold |
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|
2025
Q2 | $449 | Hold |
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|
2025
Q1 | $432 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $18.7K | Buy |
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|
2024
Q2 | $17.4K | Buy |
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|
2024
Q1 | $17.9K | Buy |
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|
2023
Q4 | $15.2K | Hold |
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|
2023
Q3 | $14.1K | Sell |
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|
2023
Q2 | $24.9K | Buy |
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|
2023
Q1 | $23.5K | Buy |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $23K | Buy |
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