Baystate Wealth Management’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
2020 Q3	–	Sell	-478	Closed	-$3K	–	744
2020 Q2	$3K	Buy	+478	New	+$2.58K	﹤0.01%	515
2020 Q1	–	Sell	-13	Closed	–	–	689
2019 Q4	$0	Hold	13	–	–	﹤0.01%	665
2019 Q3	$0	Buy	13 +1	+8%	+$6	﹤0.01%	642
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	612
2019 Q1	$1K	Sell	12 -490	-98%	-$2.9K	﹤0.01%	627
2018 Q4	$3K	Buy	502 +14	+3%	+$83	﹤0.01%	489
2018 Q3	$3K	Sell	488 -38	-7%	-$253	﹤0.01%	496
2018 Q2	$3K	Buy	526 +14	+3%	+$89	﹤0.01%	515
2018 Q1	$3K	Hold	512	–	–	﹤0.01%	476
2017 Q4	$3K	Hold	512	–	–	﹤0.01%	480
2017 Q3	$3K	Buy	512 +9	+2%	+$52	﹤0.01%	466
2017 Q2	$3K	Buy	503 +11	+2%	+$61	﹤0.01%	467
2017 Q1	$3K	Buy	492 +10	+2%	+$54	﹤0.01%	442
2016 Q4	$3K	Buy	+482	New	+$2.44K	﹤0.01%	394