Gradient Investments’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-226
| Closed | -$1.21K | – | 356 |
|
|
2024
Q2 | $1.21K | Hold |
226
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q1 | $1.24K | Hold |
226
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $1.19K | Hold |
226
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q3 | $1.12K | Hold |
226
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q2 | $1.22K | Hold |
226
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q1 | $1.19K | Hold |
226
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $1.11K | Hold |
226
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q3 | $1K | Hold |
226
| – | – | ﹤0.01% | 1192 |
|
|
2022
Q2 | $1K | Hold |
226
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q1 | $2K | Hold |
226
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $2K | Hold |
226
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q3 | $2K | Hold |
226
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $2K | Hold |
226
| – | – | ﹤0.01% | 982 |
|
|
2021
Q1 | $2K | Hold |
226
| – | – | ﹤0.01% | 986 |
|
|
2020
Q4 | $2K | Hold |
226
| – | – | ﹤0.01% | 929 |
|
|
2020
Q3 | $2K | Buy |
+226
| New | +$2K | ﹤0.01% | 934 |
|