DWM
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Doyle Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Doyle Wealth Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,618
Closed -$145K – 189
2018
Q1 		$145K Buy
+23,618
New +$145K 0.02% 161