Xcel 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
2021 Q3	–	Sell	-13,111	Closed	-$119K	–	144
2021 Q2	$119K	Buy	+13,111	New	+$119K	0.04%	141