Measured Wealth Private Client Group’s Liberty All-Star Equity Fund USA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-54,227
Closed -$310K 148
2020
Q2
$310K Hold
54,227
0.18% 73
2020
Q1
$262K Hold
54,227
0.2% 73
2019
Q4
$367K Hold
54,227
0.24% 63
2019
Q3
$347K Hold
54,227
0.22% 72
2019
Q2
$348K Buy
+54,227
New +$348K 0.2% 107