IPW
ASG

Impact Partnership Wealth’s Liberty All-Star Growth Fund ASG Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-217
Closed -$1.19K – 245
2024
Q1 		$1.19K Hold
217
– – ﹤0.01% 611
2023
Q4 		$1.15K Hold
217
– – ﹤0.01% 736
2023
Q3 		$1.07K Sell
217
-1,964
-90% -$9.7K ﹤0.01% 888
2023
Q2 		$11.8K Buy
+2,181
New +$11.8K ﹤0.01% 407