Webster Bank’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 | $101K | Hold |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $99.1K | Hold |
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|
2023
Q3 | $91.9K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $96.3K | Hold |
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|
2022
Q4 | $88K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $130K | Hold |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $111K | Hold |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $115K | Sell |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $158K | Buy |
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|
2018
Q2 | $145K | Buy |
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|
2018
Q1 | $135K | Buy |
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|
2017
Q4 | $131K | Hold |
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|
2017
Q3 | $126K | Buy |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | $109K | Buy |
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|
2016
Q4 | $101K | Hold |
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|
2016
Q3 | $101K | Hold |
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|
2016
Q2 | $98K | Hold |
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|
2016
Q1 | $97K | Hold |
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|
2015
Q4 | $104K | Hold |
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|
2015
Q3 | $99K | Hold |
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|
2015
Q2 | $112K | Hold |
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|
2015
Q1 | $114K | Hold |
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|
2014
Q4 | $117K | Hold |
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|
2014
Q3 | $114K | Hold |
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|
2014
Q2 | $117K | Hold |
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|
2014
Q1 | $115K | Hold |
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|
2013
Q4 | $116K | Hold |
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|
2013
Q3 | $105K | Hold |
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|
2013
Q2 | $101K | Buy |
|