Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Liberty All-Star Equity Fund USA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-735
Closed -$4.35K – 483
2023
Q3 		$4.35K Buy
+735
New +$4.35K ﹤0.01% 398