Liberty All-Star Equity Fund shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Liberty All-Star Equity Fund
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All positions including Liberty All-Star Equity Fund held by Lucia Wealth Services 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 Lucia Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-09-30 | $52k | 8.6k | 6.02 |
2020-06-30 | $49k | 8.6k | 5.67 |
2020-03-31 | $42k | 8.6k | 4.86 |