FGC
Financial Gravity Companies’s iShares Convertible Bond ETF ICVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.51M | Buy |
+83,388
| New | +$7.51M | 1.48% | 18 |
|
2024
Q4 | $6.48M | Buy |
76,274
+2,348
| +3% | +$200K | 1.48% | 20 |
|
2024
Q3 | $6.19M | Buy |
+73,926
| New | +$6.19M | 1.66% | 17 |
|
2018
Q4 | $21K | Buy |
+364
| New | +$21K | 0.02% | 478 |
|
2018
Q1 | $13K | Buy |
+226
| New | +$13K | 0.01% | 551 |
|