Wealthcare Advisory Partners’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 | $153K | Sell |
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|
2025
Q1 | $148K | Buy |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $107K | Sell |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $128K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $29K | Buy |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $31K | Hold |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $36K | Buy |
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|
2018
Q1 | $34K | Buy |
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