WA
ASG

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

Waverly 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
2025
Q2 		$94.4K Buy
17,253
+321
+2% +$1.76K ﹤0.01% 1163
2025
Q1 		$82.8K Buy
16,932
+701
+4% +$3.43K ﹤0.01% 1093
2024
Q4 		$91.7K Buy
+16,231
New +$91.7K ﹤0.01% 965