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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$0 Sell
240
-240
-50% – ﹤0.01% 2541
2024
Q1 		$0 Sell
480
-4,320
-90% – ﹤0.01% 2073
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

Financial Gravity Asset Management's UDF Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) stake by 50% in Q2 2024, cutting 240 shares and leaving 240 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Financial Gravity Asset Management first reported a position in UDF in Q3 2023 and has held it in 4 quarters since. The position peaked at $3.31M in Q4 2023. 1 fund tracked by Wall St. Rank holds UDF as of Q2 2024.

  • Financial Gravity Asset Management held 240 shares of UNITED DEV FDG IV COM SHS OF BENE INT (TX) worth $0 as of Q2 2024.
  • Financial Gravity Asset Management sold 240 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q2 2024.
  • UNITED DEV FDG IV COM SHS OF BENE INT (TX) made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #2541 holding.
  • Financial Gravity Asset Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2023 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $3.31M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.