Retirement Group’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
2024
Q1
$59K Hold
2023
Q4
$52.6K Buy
2023
Q3
Sell
2023
Q2
$53.4K Buy
2021
Q3
Sell
2021
Q2
$75K Hold
2021
Q1
$63K Hold
2020
Q4
$56K Hold
2020
Q3
$50K Buy