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Wealthcare Advisory Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Wealthcare Advisory Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,502
Closed -$86K – 1151
2026
Q1 		$86K Sell
15,502
-4,064
-21% -$24.3K ﹤0.01% 1056
2025
Q4 		$123K Sell
19,566
-1,103
-5% -$6.87K ﹤0.01% 1042
2025
Q3 		$131K Sell
20,669
-1,742
-8% -$11.5K ﹤0.01% 993
2025
Q2 		$153K Sell
22,411
-161
-0.7% -$1.05K ﹤0.01% 940
2025
Q1 		$148K Buy
22,572
+5,065
+29% +$35K ﹤0.01% 875
2024
Q4 		$122K Buy
17,507
+2,393
+16% +$17.2K ﹤0.01% 873
2024
Q3 		$107K Sell
15,114
-3,217
-18% -$22.1K ﹤0.01% 857
2024
Q2 		$125K Buy
18,331
+365
+2% +$2.48K ﹤0.01% 807
2024
Q1 		$128K Buy
+17,966
New +$120K ﹤0.01% 785
2021
Q2 		– Sell
-128
Closed -$1K – 1788
2021
Q1 		$1K Buy
+128
New +$935 ﹤0.01% 2023
2020
Q2 		– Sell
-117
Closed -$1K – 1289
2020
Q1 		$1K Sell
117
-4,529
-97% -$28K ﹤0.01% 1439
2019
Q4 		$31K Hold
4,646
– – ﹤0.01% 652
2019
Q3 		$30K Buy
4,646
+126
+3% +$796 ﹤0.01% 653
2019
Q2 		$29K Buy
4,520
+121
+3% +$755 ﹤0.01% 636
2019
Q1 		$27K Sell
4,399
-1,437
-25% -$8.49K ﹤0.01% 590
2018
Q4 		$31K Hold
5,836
– – 0.01% 539
2018
Q3 		$40K Buy
5,836
+145
+3% +$964 0.01% 521
2018
Q2 		$36K Buy
5,691
+147
+3% +$936 0.01% 539
2018
Q1 		$34K Buy
+5,544
New +$35.2K 0.01% 467

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