JWCA
ASG

J.W. Cole Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

J.W. Cole Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71.8K Buy
13,120
+466
+4% +$2.55K ﹤0.01% 1423
2025
Q1 		$61.9K Sell
12,654
-382
-3% -$1.87K ﹤0.01% 1221
2024
Q4 		$73.7K Hold
13,036
– – ﹤0.01% 936
2024
Q3 		$73.1K Sell
13,036
-2,409
-16% -$13.5K ﹤0.01% 925
2024
Q2 		$82.5K Buy
+15,445
New +$82.5K ﹤0.01% 876