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Liberty All-Star Equity Fund shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 1.7k 6.38
2023-09-30 $10k 1.7k 5.92
2023-06-30 $9.6k 1.6k 5.97
2023-03-31 $10k 1.6k 6.20
2022-12-31 $8.8k 1.5k 5.70
2022-09-30 $8.0k 1.5k 5.21
2022-06-30 $22k 3.5k 6.24
2022-03-31 $8.0k 1.0k 8.00