MWPCG
ASG
Measured Wealth Private Client Group’s Liberty All-Star Growth Fund ASG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-69,313
| Closed | -$436K | – | 139 |
|
|
2020
Q2 | $436K | Hold |
69,313
| – | – | 0.25% | 52 |
|
|
2020
Q1 | $322K | Hold |
69,313
| – | – | 0.25% | 54 |
|
|
2019
Q4 | $451K | Hold |
69,313
| – | – | 0.3% | 53 |
|
|
2019
Q3 | $410K | Hold |
69,313
| – | – | 0.27% | 64 |
|
|
2019
Q2 | $403K | Buy |
+69,313
| New | +$403K | 0.23% | 87 |
|