Sax Wealth Advisors’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 | $106K | Hold |
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|
2025
Q2 | $114K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $114K | Hold |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $99.2K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $95.5K | Hold |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $116K | Buy |
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