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McDonald Partners’s Liberty All-Star Equity Fund USA Stock Holding History

McDonald Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Buy
53,682
+1,172
+2% +$7.98K 0.09% 194
2025
Q1 		$344K Buy
52,510
+2,510
+5% +$16.4K 0.09% 193
2024
Q4 		$348K Hold
50,000
– – 0.09% 188
2024
Q3 		$355K Buy
+50,000
New +$355K 0.09% 187