FGAM
Financial Gravity Asset Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63
| Closed | -$194 | – | 1212 |
|
|
2022
Q4 | $194 | Buy |
+63
| New | +$194 | ﹤0.01% | 955 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 789 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 525 |
|
|
2018
Q3 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 1091 |
|
|
2018
Q2 | $1K | Sell |
17
-2
| -11% | -$118 | ﹤0.01% | 1113 |
|
|
2018
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1084 |
|