July 1 2020
Winton Global Alpha fund removal
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Portfolio Managed Accounts – Alternatives Review
June 1 2021
Kapstream Absolute Return Income Fund Removal
July 1 2021
January 1 2022
April 1 2022
Strategic Asset Allocation Review
April 1 2022
Alternative & Australian Shares Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
January 1 2023
Weinberg Fixed Income Review – North
January 1 2023
Weinberg Fixed Income Review – Netwealth
June 22 2023
Investment review- Aurizon Holdings purchase
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
December 11 2023
Portfolio Change Alert - Australian shares
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
June 19 2024
Purchase of Challenger Group (ASX: CGF)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
October 23 2024
October Tactical Asset Allocation Review
December 9 2024
Update within Aus Shares - December 2024 changes
March 25 2025
April 9 2025
Australian Equities Re-balance April 2025
June 12 2025
July 1 2020
Winton Global Alpha fund removal
January 1 2021
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Portfolio Managed Accounts – Alternatives Review
June 1 2021
June 1 2021
Kapstream Absolute Return Income Fund Removal
April 1 2022
Alternative & Australian Shares Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
June 22 2023
Investment review- Aurizon Holdings purchase
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
December 11 2023
Portfolio Change Alert - Australian shares
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
June 19 2024
Purchase of Challenger Group (ASX: CGF)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
December 9 2024
Update within Aus Shares - December 2024 changes
March 25 2025
April 9 2025
Australian Equities Re-balance April 2025
June 12 2025
July 1 2020
Winton Global Alpha fund removal
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Portfolio Managed Accounts – Alternatives Review
July 1 2021
January 1 2022
April 1 2022
Strategic Asset Allocation Review
April 1 2022
Alternative & Australian Shares Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
January 1 2023
Weinberg Fixed Income Review – North
January 1 2023
Weinberg Fixed Income Review – Netwealth
June 22 2023
Investment review- Aurizon Holdings purchase
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
December 11 2023
Portfolio Change Alert - Australian shares
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
June 19 2024
Purchase of Challenger Group (ASX: CGF)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
October 23 2024
October Tactical Asset Allocation Review
December 9 2024
Update within Aus Shares - December 2024 changes
March 25 2025
April 9 2025
Australian Equities Re-balance April 2025
June 12 2025
July 1 2020
Winton Global Alpha fund removal
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Portfolio Managed Accounts – Alternatives Review
July 1 2021
January 1 2022
April 1 2022
Strategic Asset Allocation Review
April 1 2022
Alternative & Australian Shares Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
June 22 2023
Investment review- Aurizon Holdings purchase
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
December 11 2023
Portfolio Change Alert - Australian shares
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
June 19 2024
Purchase of Challenger Group (ASX: CGF)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
December 9 2024
Update within Aus Shares - December 2024 changes
March 25 2025
April 9 2025
Australian Equities Re-balance April 2025
June 12 2025
July 1 2020
Winton Global Alpha fund removal
July 1 2020
January 1 2021
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Portfolio Managed Accounts – Alternatives Review
June 1 2021
Kapstream Absolute Return Income Fund Removal
April 1 2022
Strategic Asset Allocation Review
April 1 2022
Alternative & Australian Shares Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
January 1 2023
Weinberg Fixed Income Review – North
January 1 2023
Weinberg Fixed Income Review – Netwealth
June 22 2023
Investment review- Aurizon Holdings purchase
November 6 2023
Investment option review - Australian Share sleeve
December 11 2023
Portfolio Change Alert - Australian shares
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
June 19 2024
Purchase of Challenger Group (ASX: CGF)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
December 9 2024
Update within Aus Shares - December 2024 changes
March 25 2025
April 9 2025
Australian Equities Re-balance April 2025
June 12 2025
November 27 2019
Weinberg private retirement portfolios – Portfolio changes – International equities
July 1 2020
Winton Global Alpha fund removal
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Retirement Managed Accounts – Alternatives Review
January 1 2022
April 1 2022
Strategic Asset Allocation Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
January 1 2023
Weinberg Retirement Fixed Income Review – North
January 1 2023
Weinberg Retirement Fixed Income Review – Netwealth
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
May 13 2024
Purchase of Whitehaven Coal (ASX: WHC)
May 30 2024
Purchase of Dexus Property Group (ASX: DXS)
June 5 2024
Purchase of APA Group (ASX: APA)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
September 20 2024
October 23 2024
Changes to Your International Equity Investments and TAA changes
January 30 2025
Purchase of CGF and Repositioning for February Reporting Season Dividends
April 15 2025
June 12 2025
November 27 2019
Weinberg private retirement portfolios – Portfolio changes – International equities
July 1 2020
Winton Global Alpha fund removal
January 1 2021
April 1 2021
Weinberg Private Portfolio Managed Accounts – SAA Review Changes
April 1 2021
Weinberg Private Retirement Managed Accounts – Alternatives Review
January 1 2022
April 1 2022
Strategic Asset Allocation Review
November 1 2022
Weinberg International Shares Review – North
November 1 2022
Weinberg International Shares Review – Netwealth
August 22 2023
Investment option review and change: Purchase of ResMed (ASX: RMD)
November 6 2023
Investment option review - Australian Share sleeve
January 24 2024
Tactical Asset allocation review
February 15 2024
Purchase of Sonic Healthcare (ASX: SHL)
March 25 2024
Sale of Virgin Money UK (ASX: VUK)
May 13 2024
Purchase of Whitehaven Coal (ASX: WHC)
May 30 2024
Purchase of Dexus Property Group (ASX: DXS)
June 5 2024
Purchase of APA Group (ASX: APA)
September 19 2024
Sale of The A2 Milk Company (ASX: A2M)
September 20 2024
October 23 2024
Changes to Your International Equity Investments and TAA changes
January 30 2025
Purchase of CGF and Repositioning for February Reporting Season Dividends
April 15 2025
June 12 2025
ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative of ARETE Advisory Services Pty Ltd Australian Financial Services Licensee and Australian Credit Licensee 000564105.
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