Laurel Wealth Advisors (California)’s Liberty All-Star Growth Fund ASG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $62K | Sell |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $153K | Hold |
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|
2018
Q1 | $139K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $121K | Hold |
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|
2017
Q2 | $113K | Hold |
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|
2017
Q1 | $105K | Hold |
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|
2016
Q4 | $96K | Sell |
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|
2016
Q3 | $135K | Buy |
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|
2016
Q2 | $120K | Hold |
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|
2016
Q1 | $119K | Buy |
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|
2015
Q4 | $124K | Buy |
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