Liberty All-Star Equity Fund shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $119k | 17k | 7.10 |
| 2024-06-30 | $114k | 17k | 6.80 |
| 2024-03-31 | $120k | 17k | 7.15 |
| 2023-12-31 | $107k | 17k | 6.38 |
| 2023-09-30 | $99k | 17k | 5.92 |
| 2023-06-30 | $108k | 17k | 6.47 |
| 2023-03-31 | $104k | 17k | 6.20 |
| 2022-12-31 | $96k | 17k | 5.70 |
| 2022-09-30 | $93k | 17k | 5.55 |
| 2022-06-30 | $105k | 17k | 6.26 |
| 2022-03-31 | $135k | 17k | 8.05 |
| 2021-12-31 | $140k | 17k | 8.35 |
| 2021-09-30 | $144k | 17k | 8.59 |
| 2021-06-30 | $152k | 17k | 9.07 |
| 2021-03-31 | $128k | 17k | 7.64 |
| 2020-12-31 | $116k | 17k | 6.92 |