Marks Group Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Marks Group Wealth Management’s Portfolio USA Stock Details USA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$68.4K	Sell
2022 Q3	$1.56M	Hold
2022 Q2	$1.77M	Buy
2022 Q1	$2.26M	Hold
2021 Q4	$2.34M	Buy
2021 Q3	$1.63M	Sell
2021 Q2	$1.76M	Buy
2021 Q1	$1.45M	Hold
2020 Q4	$1.31M	Buy