FAM
Formidable Asset Management’s US Global Investors GROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,425
| Closed | -$45K | – | 383 |
|
|
2024
Q3 | $45K | Sell |
17,425
-18,825
| -52% | -$48.6K | 0.01% | 365 |
|
|
2024
Q2 | $94.6K | Sell |
36,250
-3,950
| -10% | -$10.3K | 0.02% | 381 |
|
|
2024
Q1 | $112K | Sell |
40,200
-1,500
| -4% | -$4.17K | 0.02% | 368 |
|
|
2023
Q4 | $118K | Sell |
41,700
-590
| -1% | -$1.66K | 0.02% | 272 |
|
|
2023
Q3 | $121K | Buy |
42,290
+1,750
| +4% | +$4.99K | 0.03% | 272 |
|
|
2023
Q2 | $124K | Buy |
40,540
+3,240
| +9% | +$9.91K | 0.03% | 270 |
|
|
2023
Q1 | $100K | Buy |
37,300
+5,350
| +17% | +$14.3K | 0.02% | 290 |
|
|
2022
Q4 | $92K | Buy |
31,950
+633
| +2% | +$1.82K | 0.02% | 294 |
|
|
2022
Q3 | $88K | Sell |
31,317
-1,600
| -5% | -$4.5K | 0.02% | 284 |
|
|
2022
Q2 | $145K | Sell |
32,917
-915
| -3% | -$4.03K | 0.03% | 284 |
|
|
2022
Q1 | $176K | Buy |
33,832
+931
| +3% | +$4.84K | 0.03% | 309 |
|
|
2021
Q4 | $145K | Buy |
32,901
+637
| +2% | +$2.81K | 0.03% | 299 |
|
|
2021
Q3 | $184K | Buy |
+32,264
| New | +$184K | 0.03% | 330 |
|