Wealth Enhancement Advisory Services
ASG

Wealth Enhancement Advisory Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,498
Closed -$78.9K – 3587
2025
Q4 		$78.9K Sell
14,498
-21,193
-59% -$115K ﹤0.01% 3477
2025
Q3 		$197K Buy
35,691
+13,774
+63% +$75.9K ﹤0.01% 3151
2025
Q2 		$121K Sell
21,917
-6,761
-24% -$34.2K ﹤0.01% 3104
2025
Q1 		$140K Sell
28,678
-16,197
-36% -$87.6K ﹤0.01% 2696
2024
Q4 		$254K Sell
44,875
-41,497
-48% -$239K ﹤0.01% 2514
2024
Q3 		$485K Sell
86,372
-4,286
-5% -$23.1K ﹤0.01% 1853
2024
Q2 		$484K Sell
90,658
-2,394
-3% -$12.6K ﹤0.01% 1667
2024
Q1 		$511K Buy
93,052
+7,371
+9% +$39.3K ﹤0.01% 1575
2023
Q4 		$452K Buy
85,681
+6
+0% +$30 ﹤0.01% 1567
2023
Q3 		$423K Buy
+85,675
New +$450K ﹤0.01% 1527

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BBPWM
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PFO
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