WealthPlan Investment 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
2023 Q1	–	Sell	-10,605	Closed	-$68.3K	–	571
2022 Q4	$68.3K	Sell	10,605 -5,558	-34%	-$35.8K	﹤0.01%	385
2022 Q3	$99K	Buy	+16,163	New	+$99K	0.01%	361
2022 Q1	$148K	Buy	+21,038	New	+$148K	0.01%	371