Center for Financial Planning’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
2020
Q3
Sell
-5,040
Closed -$29K 469
2020
Q2
$29K Hold
5,040
0.01% 224
2020
Q1
$24K Buy
+5,040
New +$24K 0.01% 235