Titus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $907K | Buy |
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|
2020
Q2 | $793K | Buy |
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|
2020
Q1 | $617K | Buy |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $684K | Buy |
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|
2019
Q1 | $616 | Buy |
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|
2018
Q4 | $501 | Sell |
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|
2018
Q3 | $672K | Buy |
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|
2018
Q2 | $591K | Buy |
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|
2018
Q1 | $428K | Buy |
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