Liberty All-Star Equity Fund shares owned by Altus Wealth Group
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $211k | 30k | 7.10 |
| 2024-06-30 | $236k | 35k | 6.80 |
| 2024-03-31 | $252k | 35k | 7.15 |
| 2023-12-31 | $225k | 35k | 6.38 |
| 2023-09-30 | $209k | 35k | 5.92 |
| 2023-06-30 | $228k | 35k | 6.47 |
| 2023-03-31 | $219k | 35k | 6.20 |
| 2022-12-31 | $201k | 35k | 5.70 |
| 2022-09-30 | $269k | 31k | 8.59 |
| 2022-06-30 | $269k | 31k | 8.59 |
| 2022-03-31 | $278k | 34k | 8.09 |
| 2021-12-31 | $288k | 34k | 8.38 |
| 2021-09-30 | $269k | 31k | 8.59 |
| 2021-06-30 | $283k | 31k | 9.04 |
| 2021-03-31 | $258k | 31k | 8.24 |
| 2020-12-31 | $216k | 31k | 6.90 |