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Beam Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Beam Wealth Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,877
Closed -$95K – 143
2020
Q3 		$95K Sell
15,877
-3,678
-19% -$22K 0.09% 128
2020
Q2 		$114K Buy
+19,555
New +$114K 0.11% 126