RIA
ASG

Realta Investment Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Realta Investment 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
2022
Q3 		– Sell
-10,444
Closed -$62K – 814
2022
Q2 		$62K Sell
10,444
-5,742
-35% -$34.1K 0.02% 384
2022
Q1 		$122K Buy
16,186
+513
+3% +$3.87K 0.02% 416
2021
Q4 		$141K Buy
+15,673
New +$141K 0.03% 408