Modern Wealth Management’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
2024 Q4	–	Sell	-12,372	Closed	-$87.8K	–	600
2024 Q3	$87.8K	Hold	12,372	–	–	0.01%	427
2024 Q2	$84.1K	Buy	+12,372	New	+$84.1K	0.01%	397