FAIM
ASG

Financial Advocates Investment Management’s Liberty All-Star Growth Fund ASG Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-125,000
Closed -$618K – 725
2023
Q3 		$618K Hold
125,000
– – 0.04% 362
2023
Q2 		$676K Hold
125,000
– – 0.05% 337
2023
Q1 		$660K Buy
+125,000
New +$660K 0.05% 360
2022
Q1 		– Sell
-9,900
Closed -$276K – 733
2021
Q4 		$276K Buy
+9,900
New +$276K 0.02% 647