BRWM
ASG

B. Riley Wealth Management’s Liberty All-Star Growth Fund ASG Stock Holding History

B. Riley Wealth Management’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$427 Hold
73,285
– – ﹤0.01% 448
2022
Q1 		$553K Buy
73,285
+5,600
+8% +$42.3K 0.04% 308
2021
Q4 		$609K Hold
67,685
– – 0.04% 303
2021
Q3 		$584K Buy
+67,685
New +$584K 0.04% 300