Golden State Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Buy |
14,500
+316
| +2% | +$2.15K | 0.01% | 486 |
|
|
2025
Q1 | $92.9K | Buy |
14,184
+677
| +5% | +$4.43K | 0.01% | 461 |
|
|
2024
Q4 | $93.9K | Buy |
+13,507
| New | +$93.9K | 0.01% | 443 |
|
|
2022
Q1 | $85K | Buy |
+10,497
| New | +$85K | 0.02% | 303 |
|
|
2020
Q4 | – | Sell |
-9,016
| Closed | -$54K | – | 416 |
|
|
2020
Q3 | $54K | Buy |
+9,016
| New | +$54K | 0.02% | 323 |
|
|
2020
Q2 | – | Sell |
-8,560
| Closed | -$41K | – | 855 |
|
|
2020
Q1 | $41K | Buy |
+8,560
| New | +$41K | 0.02% | 391 |
|
|
2019
Q4 | – | Sell |
-89,560
| Closed | -$573K | – | 872 |
|
|
2019
Q3 | $573K | Sell |
89,560
-84,043
| -48% | -$538K | 0.19% | 95 |
|
|
2019
Q2 | $1.11M | Sell |
173,603
-5,522
| -3% | -$35.4K | 0.35% | 58 |
|
|
2019
Q1 | $1.09M | Buy |
+179,125
| New | +$1.09M | 0.37% | 56 |
|