J.W. Cole Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

J.W. Cole Advisors’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
2025 Q2	$1.27M	Buy
2025 Q1	$1.22M	Buy
2024 Q4	$331K	Sell
2024 Q3	$396K	Buy
2024 Q2	$366K	Buy
2024 Q1	$174K	Buy