Golden State Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Buy |
|
|||||
|
2025
Q1 | $92.9K | Buy |
|
|||||
|
2024
Q4 | $93.9K | Buy |
|
|||||
|
2022
Q1 | $85K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $54K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $41K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $573K | Sell |
|
|||||
|
2019
Q2 | $1.11M | Sell |
|
|||||
|
2019
Q1 | $1.09M | Buy |
|