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
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All positions including Liberty All-Star Equity Fund held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Liberty All-Star Equity Fund by AllSquare Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $13k | 1.9k | 7.10 |
2024-06-30 | $12k | 1.8k | 6.80 |
2024-03-31 | $13k | 1.8k | 7.15 |
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 |
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