Wealthcare Advisory Partners’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 | $153K | Sell |
22,411
-161
| -0.7% | -$1.1K | ﹤0.01% | 940 |
|
|
2025
Q1 | $148K | Buy |
22,572
+5,065
| +29% | +$33.2K | ﹤0.01% | 875 |
|
|
2024
Q4 | $122K | Buy |
17,507
+2,393
| +16% | +$16.6K | ﹤0.01% | 873 |
|
|
2024
Q3 | $107K | Sell |
15,114
-3,217
| -18% | -$22.8K | ﹤0.01% | 857 |
|
|
2024
Q2 | $125K | Buy |
18,331
+365
| +2% | +$2.48K | ﹤0.01% | 807 |
|
|
2024
Q1 | $128K | Buy |
+17,966
| New | +$128K | ﹤0.01% | 785 |
|
|
2021
Q2 | – | Sell |
-128
| Closed | -$1K | – | 1788 |
|
|
2021
Q1 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 2023 |
|
|
2020
Q2 | – | Sell |
-117
| Closed | -$1K | – | 1289 |
|
|
2020
Q1 | $1K | Sell |
117
-4,529
| -97% | -$38.7K | ﹤0.01% | 1439 |
|
|
2019
Q4 | $31K | Hold |
4,646
| – | – | ﹤0.01% | 652 |
|
|
2019
Q3 | $30K | Buy |
4,646
+126
| +3% | +$814 | ﹤0.01% | 653 |
|
|
2019
Q2 | $29K | Buy |
4,520
+121
| +3% | +$776 | ﹤0.01% | 636 |
|
|
2019
Q1 | $27K | Sell |
4,399
-1,437
| -25% | -$8.82K | ﹤0.01% | 590 |
|
|
2018
Q4 | $31K | Hold |
5,836
| – | – | 0.01% | 539 |
|
|
2018
Q3 | $40K | Buy |
5,836
+145
| +3% | +$994 | 0.01% | 521 |
|
|
2018
Q2 | $36K | Buy |
5,691
+147
| +3% | +$930 | 0.01% | 539 |
|
|
2018
Q1 | $34K | Buy |
+5,544
| New | +$34K | 0.01% | 467 |
|