WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,605
| Closed | -$67.7K | – | 344 |
|
|
2023
Q4 | $67.7K | Hold |
10,605
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $62.8K | Hold |
10,605
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $68.6K | Hold |
10,605
| – | – | 0.01% | 455 |
|
|
2023
Q1 | $65.8K | Hold |
10,605
| – | – | 0.01% | 508 |
|
|
2022
Q4 | $68.3K | Buy |
+10,605
| New | +$68.3K | ﹤0.01% | 386 |
|
|
2022
Q1 | $148K | Sell |
21,038
-13,036
| -38% | -$91.7K | 0.01% | 371 |
|
|
2021
Q4 | $263K | Buy |
+34,074
| New | +$263K | 0.02% | 334 |
|