JPMorgan Chase & Co’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
Q1 | – | Sell |
-15,744
| Closed | -$83.1K | – | 6356 |
|
|
2023
Q4 | $83.1K | Buy |
15,744
+3,917
| +33% | +$20.7K | ﹤0.01% | 4846 |
|
|
2023
Q3 | $58.4K | Buy |
+11,827
| New | +$58.4K | ﹤0.01% | 4848 |
|
|
2023
Q1 | – | Sell |
-7,897
| Closed | -$39K | – | 5785 |
|
|
2022
Q4 | $39K | Buy |
+7,897
| New | +$39K | ﹤0.01% | 4807 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 4875 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4780 |
|
|
2016
Q3 | – | Sell |
-2,397
| Closed | -$10K | – | 4067 |
|
|
2016
Q2 | $10K | Buy |
+2,397
| New | +$10K | ﹤0.01% | 3825 |
|