A detailed history of Financial Gravity Asset Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 1,110 shares of FVD stock, worth $51,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,110
Previous 3,985 72.15%
Holding current value
$51,326
Previous $162 Million 72.01%
% of portfolio
0.01%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$39.94 - $42.43 $114,827 - $121,986
-2,875 Reduced 72.15%
1,110 $45.2 Million
Q1 2024

May 13, 2024

BUY
$39.94 - $42.23 $149,255 - $157,813
3,737 New
3,737 $158 Million
Q4 2023

Jun 26, 2024

BUY
$36.09 - $40.63 $8,950 - $10,076
248 Added 6.64%
3,985 $162 Million
Q2 2023

Aug 08, 2023

BUY
$38.66 - $40.72 $1,546 - $1,628
40 New
40 $10.4 Million
Q4 2022

Feb 15, 2023

BUY
$35.61 - $41.46 $1,424 - $1,658
40 New
40 $1.19 Million
Q2 2020

Aug 13, 2020

SELL
$26.27 - $33.19 $64,440 - $81,415
-2,453 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$23.88 - $36.88 $692 - $1,069
29 Added 1.2%
2,453 $67,000
Q4 2019

Feb 28, 2020

BUY
$33.78 - $36.07 $1,182 - $1,262
35 Added 1.47%
2,424 $122,000
Q3 2019

Oct 15, 2019

SELL
$32.88 - $35.03 $32 - $35
-1 Reduced 0.04%
2,389 $83,000
Q2 2019

Jul 26, 2019

SELL
$32.21 - $34.04 $547 - $578
-17 Reduced 0.71%
2,390 $81,000
Q1 2019

Apr 19, 2019

SELL
$28.59 - $32.53 $99,922 - $113,692
-3,495 Reduced 59.22%
2,407 $79,000
Q3 2018

Oct 31, 2018

BUY
$30.25 - $32.16 $75,746 - $80,528
2,504 Added 73.69%
5,902 $179,000
Q2 2018

Aug 14, 2018

BUY
$29.35 - $30.57 $6,310 - $6,572
215 Added 6.75%
3,398 $106,000
Q1 2018

May 23, 2018

BUY
$29.04 - $31.85 $92,434 - $101,378
3,183 New
3,183 $94,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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