FGAM
Financial Gravity Asset Management’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$22 | – | 2026 |
|
|
2023
Q4 | $22 | Hold |
2
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q3 | $22 | Sell |
2
-13
| -87% | -$143 | ﹤0.01% | 1125 |
|
|
2023
Q2 | $781 | Buy |
15
+1
| +7% | +$52 | ﹤0.01% | 874 |
|
|
2023
Q1 | $2.26K | Buy |
14
+2
| +17% | +$323 | 0.07% | 283 |
|
|
2022
Q4 | $93 | Buy |
+12
| New | +$93 | ﹤0.01% | 1123 |
|
|
2021
Q2 | – | Sell |
-109
| Closed | -$3.05K | – | 1008 |
|
|
2021
Q1 | $3.05K | Buy |
+109
| New | +$3.05K | 0.06% | 196 |
|
|
2019
Q4 | – | Sell |
-373
| Closed | -$9K | – | 1535 |
|
|
2019
Q3 | $9K | Sell |
373
-526
| -59% | -$12.7K | 0.01% | 621 |
|
|
2019
Q2 | $27K | Buy |
899
+827
| +1,149% | +$24.8K | 0.02% | 435 |
|
|
2019
Q1 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 945 |
|
|
2018
Q3 | $4K | Buy |
104
+62
| +148% | +$2.39K | ﹤0.01% | 774 |
|
|
2018
Q2 | $2K | Sell |
42
-5
| -11% | -$238 | ﹤0.01% | 992 |
|
|
2018
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 954 |
|