KLI
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Kelman-Lazarov Inc’s Liberty All-Star Equity Fund USA Stock Holding History

Kelman-Lazarov Inc’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
2018
Q1 		– Sell
-13,952
Closed -$88K – 123
2017
Q4 		$88K Hold
13,952
– – 0.04% 118
2017
Q3 		$84K Hold
13,952
– – 0.04% 117
2017
Q2 		$79K Buy
+13,952
New +$77.5K 0.04% 117
2016
Q4 		– Sell
-13,952
Closed -$72.3K – 358
2016
Q3 		$72.3K Buy
13,952
+315
+2% +$1.62K 0.04% 161
2016
Q2 		$68.6K Buy
13,637
+317
+2% +$1.58K 0.04% 157
2016
Q1 		$66K Buy
+13,320
New +$63K 0.04% 169

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