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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $66k 10k 6.38
2023-09-30 $61k 10k 5.92
2023-06-30 $67k 10k 6.47
2023-03-31 $64k 10k 6.20
2022-12-31 $59k 10k 5.70
2022-09-30 $57k 10k 5.50
2022-06-30 $79k 13k 6.26
2022-03-31 $102k 13k 8.08
2021-12-31 $106k 13k 8.40