Shulman DeMeo Asset Management’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 | $84.6K | Hold |
|
|||||
|
2025
Q2 | $90.9K | Hold |
|
|||||
|
2025
Q1 | $87.4K | Hold |
|
|||||
|
2024
Q4 | $92.8K | Sell |
|
|||||
|
2024
Q3 | $100K | Sell |
|
|||||
|
2024
Q2 | $107K | Hold |
|
|||||
|
2024
Q1 | $113K | Hold |
|
|||||
|
2023
Q4 | $101K | Sell |
|
|||||
|
2023
Q3 | $154K | Sell |
|
|||||
|
2023
Q2 | $182K | Hold |
|
|||||
|
2023
Q1 | $174K | Sell |
|
|||||
|
2022
Q4 | $210K | Hold |
|
|||||
|
2022
Q3 | $204K | Sell |
|
|||||
|
2022
Q2 | $235K | Sell |
|
|||||
|
2022
Q1 | $304K | Sell |
|
|||||
|
2021
Q4 | $419K | Sell |
|
|||||
|
2021
Q3 | $441K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $418K | Sell |
|
|||||
|
2020
Q4 | $394K | Sell |
|
|||||
|
2020
Q3 | $347K | Sell |
|
|||||
|
2020
Q2 | $387K | Hold |
|
|||||
|
2020
Q1 | $328K | Sell |
|
|||||
|
2019
Q4 | $461K | Sell |
|
|||||
|
2019
Q3 | $436K | Sell |
|
|||||
|
2019
Q2 | $438K | Hold |
|
|||||
|
2019
Q1 | $417K | Buy |
|