FGAM
Financial Gravity Asset Management’s Select Medical SEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$584 | – | 2347 |
|
|
2024
Q1 | $584 | Buy |
19
+18
| +1,800% | +$553 | ﹤0.01% | 1341 |
|
|
2023
Q4 | $30 | Hold |
1
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q3 | $30 | Sell |
1
-31
| -97% | -$930 | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.44K | Buy |
+32
| New | +$1.44K | ﹤0.01% | 724 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$1.08K | – | 1578 |
|
|
2022
Q4 | $1.08K | Sell |
25
-305
| -92% | -$13.2K | 0.01% | 654 |
|
|
2022
Q3 | $1.99K | Buy |
+330
| New | +$1.99K | 0.07% | 294 |
|
|
2022
Q1 | – | Sell |
-667
| Closed | -$3.09K | – | 998 |
|
|
2021
Q4 | $3.09K | Buy |
667
+577
| +641% | +$2.67K | 0.07% | 274 |
|
|
2021
Q3 | $36K | Buy |
90
+11
| +14% | +$4.4K | 0.02% | 671 |
|
|
2021
Q2 | $42K | Sell |
79
-20
| -20% | -$10.6K | 0.02% | 623 |
|
|
2021
Q1 | $3.38K | Buy |
99
+16
| +19% | +$546 | 0.07% | 184 |
|
|
2020
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 346 |
|
|
2020
Q2 | – | Sell |
-486
| Closed | -$7.29K | – | 744 |
|
|
2020
Q1 | $7.29K | Sell |
486
-806
| -62% | -$12.1K | 0.02% | 285 |
|
|
2019
Q4 | $51K | Buy |
1,292
+1,180
| +1,054% | +$46.6K | 0.04% | 641 |
|
|
2019
Q3 | $2K | Sell |
112
-623
| -85% | -$11.1K | ﹤0.01% | 921 |
|
|
2019
Q2 | $12K | Buy |
735
+623
| +556% | +$10.2K | 0.01% | 561 |
|
|
2019
Q1 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 985 |
|
|
2018
Q3 | $4K | Sell |
225
-2,256
| -91% | -$40.1K | ﹤0.01% | 802 |
|
|
2018
Q2 | $47K | Sell |
2,481
-26
| -1% | -$493 | 0.04% | 344 |
|
|
2018
Q1 | $47K | Buy |
+2,507
| New | +$47K | 0.05% | 326 |
|