Rothschild Investment LLC’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 | $41 | Hold |
6
| – | – | ﹤0.01% | 3000 |
|
|
2025
Q1 | $39 | Hold |
6
| – | – | ﹤0.01% | 3005 |
|
|
2024
Q4 | $42 | Hold |
6
| – | – | ﹤0.01% | 2933 |
|
|
2024
Q3 | $43 | Hold |
6
| – | – | ﹤0.01% | 2876 |
|
|
2024
Q2 | $41 | Sell |
6
-252
| -98% | -$1.72K | ﹤0.01% | 2791 |
|
|
2024
Q1 | $1.85K | Sell |
258
-9,645
| -97% | -$69K | ﹤0.01% | 1221 |
|
|
2023
Q4 | $63.2K | Buy |
+9,903
| New | +$63.2K | 0.01% | 624 |
|