FGAM
Financial Gravity Asset Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03K | Buy |
+31
| New | +$1.03K | ﹤0.01% | 877 |
|
|
2024
Q2 | $29 | Sell |
1
-508
| -100% | -$14.7K | ﹤0.01% | 1269 |
|
|
2024
Q1 | $14.5K | Buy |
509
+262
| +106% | +$7.48K | ﹤0.01% | 632 |
|
|
2023
Q4 | $6.84K | Buy |
247
+105
| +74% | +$2.91K | ﹤0.01% | 836 |
|
|
2023
Q3 | $3.62K | Buy |
142
+114
| +407% | +$2.91K | ﹤0.01% | 662 |
|
|
2023
Q2 | $12K | Buy |
+28
| New | +$12K | 0.03% | 268 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$8.23K | – | 1322 |
|
|
2022
Q4 | $8.23K | Sell |
21
-268
| -93% | -$105K | 0.04% | 312 |
|
|
2022
Q3 | $3.73K | Buy |
+289
| New | +$3.73K | 0.13% | 163 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | – | – | 833 |
|
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 599 |
|
|
2019
Q2 | – | Sell |
-262
| Closed | -$3K | – | 1386 |
|
|
2019
Q1 | $3K | Buy |
+262
| New | +$3K | ﹤0.01% | 830 |
|