Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
22,955
+59
| +0.3% | +$323 | ﹤0.01% | 1814 |
|
|
2025
Q1 | $112K | Buy |
22,896
+67
| +0.3% | +$328 | ﹤0.01% | 1669 |
|
|
2024
Q4 | $129K | Hold |
22,829
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q3 | $128K | Hold |
22,829
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q2 | $122K | Buy |
22,829
+12,508
| +121% | +$66.8K | ﹤0.01% | 1563 |
|
|
2024
Q1 | $56.7K | Buy |
+10,321
| New | +$56.7K | ﹤0.01% | 1612 |
|