FGC
UDF

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

Financial Gravity Companies’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
Q4 		$0 Hold
240
– – ﹤0.01% 1032
2024
Q3 		$0 Buy
+240
New – ﹤0.01% 688

Financial Gravity Companies's UDF Position: Q4 2024 in Review

Financial Gravity Companies held its UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) position steady in Q4 2024 at 240 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Financial Gravity Companies first reported a position in UDF in Q3 2024 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds UDF as of Q4 2024.

  • Financial Gravity Companies held 240 shares of UNITED DEV FDG IV COM SHS OF BENE INT (TX) worth $0 as of Q4 2024.
  • Financial Gravity Companies left its UNITED DEV FDG IV COM SHS OF BENE INT (TX) share count unchanged in Q4 2024.
  • UNITED DEV FDG IV COM SHS OF BENE INT (TX) made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #1032 holding.
  • Financial Gravity Companies first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2024 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.