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SageGuard Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

SageGuard Financial Group’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
2021
Q3 		– Sell
-14,898
Closed -$135K – 119
2021
Q2 		$135K Buy
14,898
+656
+5% +$5.51K 0.06% 138
2021
Q1 		$108K Hold
14,242
– – 0.05% 130
2020
Q4 		$98K Buy
+14,242
New +$91.4K 0.05% 121

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