Titus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $468K | Sell |
80,235
-4,115
| -5% | -$24K | 0.23% | 73 |
|
|
2022
Q1 | $636K | Buy |
84,350
+23,082
| +38% | +$174K | 0.29% | 59 |
|
|
2021
Q4 | $551K | Buy |
61,268
+6,000
| +11% | +$54K | 0.25% | 71 |
|
|
2021
Q3 | $478K | Buy |
55,268
+1,074
| +2% | +$9.29K | 0.25% | 71 |
|
|
2021
Q2 | $482K | Sell |
54,194
-65
| -0.1% | -$578 | 0.26% | 66 |
|
|
2021
Q1 | $467K | Buy |
54,259
+1,184
| +2% | +$10.2K | 0.27% | 65 |
|
|
2020
Q4 | $435K | Buy |
+53,075
| New | +$435K | 0.27% | 72 |
|