FGAM
Financial Gravity Asset Management’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1987 |
|
|
2023
Q4 | $1K | Buy |
4
+2
| +100% | +$502 | ﹤0.01% | 1046 |
|
|
2023
Q3 | $435 | Buy |
+2
| New | +$435 | ﹤0.01% | 830 |
|
|
2023
Q2 | – | Sell |
-190
| Closed | -$437 | – | 1655 |
|
|
2023
Q1 | $437 | Buy |
+190
| New | +$437 | 0.01% | 467 |
|
|
2022
Q4 | – | Sell |
-414
| Closed | -$318 | – | 1424 |
|
|
2022
Q3 | $318 | Sell |
414
-27
| -6% | -$21 | 0.01% | 465 |
|
|
2022
Q2 | $338 | Sell |
441
-3,087
| -88% | -$2.37K | 0.01% | 446 |
|
|
2022
Q1 | $3.05K | Sell |
3,528
-1,672
| -32% | -$1.45K | 0.09% | 205 |
|
|
2021
Q4 | $3.7K | Buy |
5,200
+5,178
| +23,536% | +$3.68K | 0.08% | 235 |
|
|
2021
Q3 | $186K | Buy |
22
+20
| +1,000% | +$169K | 0.09% | 200 |
|
|
2021
Q2 | $134K | Sell |
2
-31
| -94% | -$2.08M | 0.05% | 273 |
|
|
2021
Q1 | $3.34K | Buy |
33
+9
| +38% | +$912 | 0.07% | 186 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 256 |
|
|
2020
Q2 | – | Sell |
-139
| Closed | -$7.56K | – | 192 |
|
|
2020
Q1 | $7.56K | Sell |
139
-96
| -41% | -$5.22K | 0.02% | 275 |
|
|
2019
Q4 | $87K | Sell |
235
-163
| -41% | -$60.3K | 0.06% | 374 |
|
|
2019
Q3 | $30K | Sell |
398
-171
| -30% | -$12.9K | 0.03% | 380 |
|
|
2019
Q2 | $49K | Sell |
569
-164
| -22% | -$14.1K | 0.04% | 322 |
|
|
2019
Q1 | $48K | Buy |
+733
| New | +$48K | 0.04% | 326 |
|