Quantum Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Sell |
|
|||||
|
2025
Q2 | $153K | Hold |
|
|||||
|
2025
Q1 | $137K | Sell |
|
|||||
|
2024
Q4 | $186K | Sell |
|
|||||
|
2024
Q3 | $241K | Sell |
|
|||||
|
2024
Q2 | $310K | Sell |
|
|||||
|
2024
Q1 | $406K | Sell |
|
|||||
|
2023
Q4 | $470K | Hold |
|
|||||
|
2023
Q3 | $440K | Sell |
|
|||||
|
2023
Q2 | $536K | Sell |
|
|||||
|
2023
Q1 | $528K | Hold |
|
|||||
|
2022
Q4 | $493K | Sell |
|
|||||
|
2022
Q3 | $559K | Buy |
|