AE Wealth Management’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Sell |
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|
2025
Q1 | $69.3K | Sell |
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|
2024
Q4 | $80.8K | Hold |
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|
2024
Q3 | $80.2K | Sell |
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|
2024
Q2 | $80.1K | Sell |
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|
2024
Q1 | $88.4K | Sell |
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|
2023
Q4 | $87.1K | Buy |
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|
2023
Q3 | $80.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $52.8K | Sell |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $90K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $81K | Buy |
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