WealthShield 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
Q3 | $104K | Buy |
|
|||||
|
2025
Q2 | $110K | Sell |
|
|||||
|
2025
Q1 | $173K | Buy |
|
|||||
|
2024
Q4 | $102K | Hold |
|
|||||
|
2024
Q3 | $102K | Sell |
|
|||||
|
2024
Q2 | $99.6K | Buy |
|
|||||
|
2024
Q1 | $96.3K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $85K | Buy |
|
|||||
|
2021
Q1 | $71K | Sell |
|
|||||
|
2020
Q4 | $99K | Hold |
|
|||||
|
2020
Q3 | $86K | Buy |
|