SignalPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $75.7K | Hold |
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|
2024
Q3 | $77.3K | Hold |
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|
2024
Q2 | $74.1K | Hold |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $69K | Hold |
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|
2023
Q3 | $64.5K | Hold |
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|
2023
Q2 | $70.5K | Hold |
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|
2023
Q1 | $68K | Sell |
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|
2022
Q4 | $69K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $105K | Sell |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $124K | Sell |
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|
2021
Q1 | $105K | Sell |
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|
2020
Q4 | $100K | Hold |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $97K | Hold |
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|
2019
Q3 | $91K | Buy |
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|
2019
Q2 | $90K | Buy |
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|
2019
Q1 | $84K | Buy |
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|
2018
Q4 | $71K | Hold |
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|
2018
Q3 | $90K | Buy |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $78K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $65K | Buy |
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|
2016
Q1 | $63K | Buy |
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|
2015
Q4 | $66K | Sell |
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|
2015
Q3 | $66K | Buy |
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|
2015
Q2 | $74K | Hold |
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|
2015
Q1 | $74K | Buy |
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|
2014
Q4 | $74K | Sell |
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|
2014
Q3 | $74K | Sell |
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|
2014
Q2 | $95K | Hold |
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|
2014
Q1 | $93K | Buy |
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|
2013
Q4 | $93K | Buy |
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