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High Net Worth Advisory Group’s Liberty All-Star Equity Fund USA Stock Holding History

High Net Worth Advisory Group’s Portfolio USA Stock Details USA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,265
Closed -$72.9K – 231
2024
Q3 		$72.9K Buy
10,265
+262
+3% +$1.86K 0.02% 222
2024
Q2 		$68K Hold
10,003
– – 0.02% 217
2024
Q1 		$71.5K Buy
+10,003
New +$71.5K 0.02% 214