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

CIC Wealth’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
2023
Q2 		– Sell
-11,750
Closed -$72.8K – 169
2023
Q1 		$72.8K Hold
11,750
– – 0.03% 159
2022
Q4 		$67K Buy
+11,750
New +$70.2K 0.03% 165

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B
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AAM
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IAN
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Osaic Holdings
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