FGAM
UDF

Financial Gravity Asset Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Financial Gravity Asset Management’s Portfolio UDF Stock Details UDF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$0 Sell
240
-240
-50% – ﹤0.01% 2644
2024
Q1 		$0 Sell
480
-4,320
-90% – ﹤0.01% 2124
2023
Q4 		$3.31M Buy
4,800
+240
+5% +$165K 0.04% 154
2023
Q3 		$3.31M Buy
+4,560
New +$3.31M 0.04% 148