WealthShield 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 | $110K | Sell |
16,082
-10,342
| -39% | -$70.4K | 0.01% | 373 |
|
|
2025
Q1 | $173K | Buy |
26,424
+12,077
| +84% | +$79.1K | 0.02% | 331 |
|
|
2024
Q4 | $102K | Hold |
14,347
| – | – | 0.01% | 336 |
|
|
2024
Q3 | $102K | Sell |
14,347
-294
| -2% | -$2.09K | 0.01% | 346 |
|
|
2024
Q2 | $99.6K | Buy |
14,641
+1,176
| +9% | +$8K | 0.02% | 326 |
|
|
2024
Q1 | $96.3K | Buy |
+13,465
| New | +$96.3K | 0.02% | 321 |
|
|
2021
Q3 | – | Sell |
-9,409
| Closed | -$85K | – | 717 |
|
|
2021
Q2 | $85K | Buy |
9,409
+58
| +0.6% | +$524 | 0.01% | 385 |
|
|
2021
Q1 | $71K | Sell |
9,351
-5,017
| -35% | -$38.1K | 0.01% | 396 |
|
|
2020
Q4 | $99K | Hold |
14,368
| – | – | 0.02% | 296 |
|
|
2020
Q3 | $86K | Buy |
+14,368
| New | +$86K | 0.03% | 277 |
|