Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
21,917
-6,761
| -24% | -$37.3K | ﹤0.01% | 3080 |
|
|
2025
Q1 | $140K | Sell |
28,678
-16,197
| -36% | -$79.2K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $254K | Sell |
44,875
-41,497
| -48% | -$234K | ﹤0.01% | 2492 |
|
|
2024
Q3 | $485K | Sell |
86,372
-4,286
| -5% | -$24K | ﹤0.01% | 1838 |
|
|
2024
Q2 | $484K | Sell |
90,658
-2,394
| -3% | -$12.8K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $511K | Buy |
93,052
+7,371
| +9% | +$40.5K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $452K | Buy |
85,681
+6
| +0% | +$32 | ﹤0.01% | 1564 |
|
|
2023
Q3 | $423K | Buy |
+85,675
| New | +$423K | ﹤0.01% | 1524 |
|