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

WealthShield 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
Q1 		$91.3K Buy
16,454
+92
+0.6% +$550 0.01% 412
2025
Q4 		$103K Hold
16,362
– – 0.01% 390
2025
Q3 		$104K Buy
16,362
+280
+2% +$1.85K 0.01% 390
2025
Q2 		$110K Sell
16,082
-10,342
-39% -$67.3K 0.01% 373
2025
Q1 		$173K Buy
26,424
+12,077
+84% +$83.4K 0.02% 332
2024
Q4 		$102K Hold
14,347
– – 0.01% 336
2024
Q3 		$102K Sell
14,347
-294
-2% -$2.02K 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 +$90K 0.02% 321
2021
Q3 		– Sell
-9,409
Closed -$85K – 717
2021
Q2 		$85K Buy
9,409
+58
+0.6% +$487 0.01% 385
2021
Q1 		$71K Sell
9,351
-5,017
-35% -$36.6K 0.01% 396
2020
Q4 		$99K Hold
14,368
– – 0.02% 296
2020
Q3 		$86K Buy
+14,368
New +$85.9K 0.03% 277

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