BSW
ASG

Buckingham Strategic Wealth’s Liberty All-Star Growth Fund ASG Stock Holding History

Buckingham Strategic Wealth’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
Q1 		– Sell
-10,606
Closed -$95K – 601
2021
Q4 		$95K Hold
10,606
– – ﹤0.01% 582
2021
Q3 		$92K Hold
10,606
– – ﹤0.01% 578
2021
Q2 		$94K Buy
10,606
+225
+2% +$1.99K ﹤0.01% 577
2021
Q1 		$89K Buy
+10,381
New +$89K ﹤0.01% 534