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

Mindset Wealth Management’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
2025 Q3	$1.51M	Buy
2025 Q2	$1.61M	Buy
2025 Q1	$479K	Buy