Sax Wealth Advisors’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 | $114K | Hold |
16,760
| – | – | 0.01% | 418 |
|
|
2025
Q1 | $110K | Hold |
16,760
| – | – | 0.01% | 356 |
|
|
2024
Q4 | $116K | Hold |
16,760
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $119K | Hold |
16,760
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $114K | Hold |
16,760
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $120K | Hold |
16,760
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $107K | Hold |
16,760
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $99.2K | Hold |
16,760
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $108K | Hold |
16,760
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $104K | Hold |
16,760
| – | – | 0.02% | 173 |
|
|
2022
Q4 | $95.5K | Hold |
16,760
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $93K | Hold |
16,760
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $105K | Hold |
16,760
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $135K | Hold |
16,760
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $140K | Hold |
16,760
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $144K | Hold |
16,760
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $152K | Hold |
16,760
| – | – | 0.05% | 158 |
|
|
2021
Q1 | $128K | Hold |
16,760
| – | – | 0.05% | 148 |
|
|
2020
Q4 | $116K | Buy |
+16,760
| New | +$116K | 0.05% | 132 |
|