Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $42K | Hold |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $48K | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $46K | Sell |
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|
2015
Q4 | $59K | Hold |
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|
2015
Q3 | $59K | Hold |
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|
2015
Q2 | $63K | Hold |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $63K | Buy |
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|
2014
Q3 | $62K | Hold |
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|
2014
Q2 | $62K | Hold |
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|
2014
Q1 | $71K | Sell |
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|
2013
Q4 | $75K | Buy |
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