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Liberty All-Star Equity Fund shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $75k 12k 6.38
2023-09-30 $70k 12k 5.92
2023-06-30 $75k 12k 6.47
2023-03-31 $70k 11k 6.20
2022-12-31 $63k 11k 5.70
2022-09-30 $61k 11k 5.70
2022-06-30 $66k 11k 6.32
2022-03-31 $82k 10k 8.07