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Ashton Thomas Private Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Ashton Thomas Private Wealth’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
2025
Q4 		– Sell
-10,965
Closed -$69.5K – 1054
2025
Q3 		$69.5K Hold
10,965
– – ﹤0.01% 959
2025
Q2 		$74.7K Buy
10,965
+84
+0.8% +$546 ﹤0.01% 819
2025
Q1 		$71.3K Sell
10,881
-1,228
-10% -$8.48K ﹤0.01% 792
2024
Q4 		$86.3K Sell
12,109
-3,557
-23% -$25.6K ﹤0.01% 759
2024
Q3 		$111K Buy
15,666
+6,222
+66% +$42.7K 0.01% 610
2024
Q2 		$64.2K Buy
+9,444
New +$64.2K ﹤0.01% 849

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Morgan Stanley
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AIA
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KIM
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Ameriprise
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1CP
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Janney Montgomery Scott
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