Financial Gravity Asset Management’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-156
| Closed | -$2.25K | – | 859 |
|
|
2020
Q1 | $2.25K | Buy |
156
+26
| +20% | +$375 | 0.01% | 384 |
|
|
2019
Q4 | $20K | Hold |
130
| – | – | 0.01% | 1017 |
|
|
2019
Q3 | $2K | Sell |
130
-6
| -4% | -$92 | ﹤0.01% | 929 |
|
|
2019
Q2 | $3K | Sell |
136
-19
| -12% | -$419 | ﹤0.01% | 840 |
|
|
2019
Q1 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 874 |
|
|
2018
Q3 | $3K | Buy |
183
+37
| +25% | +$607 | ﹤0.01% | 883 |
|
|
2018
Q2 | $3K | Sell |
146
-1
| -0.7% | -$21 | ﹤0.01% | 919 |
|
|
2018
Q1 | $3K | Buy |
+147
| New | +$3K | ﹤0.01% | 884 |
|