Wealth Enhancement Advisory Services’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 | $3.52M | Sell |
507,575
-85,766
| -14% | -$595K | 0.01% | 1063 |
|
|
2025
Q1 | $3.89M | Sell |
593,341
-33,831
| -5% | -$222K | 0.01% | 916 |
|
|
2024
Q4 | $4.36M | Sell |
627,172
-62,219
| -9% | -$432K | 0.01% | 849 |
|
|
2024
Q3 | $4.89M | Buy |
689,391
+29,872
| +5% | +$212K | 0.01% | 724 |
|
|
2024
Q2 | $4.48M | Buy |
659,519
+67,362
| +11% | +$458K | 0.01% | 712 |
|
|
2024
Q1 | $4.23M | Buy |
592,157
+48,506
| +9% | +$347K | 0.01% | 710 |
|
|
2023
Q4 | $3.47M | Buy |
543,651
+64,712
| +14% | +$413K | 0.01% | 712 |
|
|
2023
Q3 | $2.84M | Buy |
+478,939
| New | +$2.84M | 0.01% | 737 |
|