Financial Gravity Asset Management, Inc. COLUMBIA CONVERTIBLE SECURITIES INST2 Transaction History

Financial Gravity Asset Management, Inc.

  • $400 Billion
  • Q2 2024
Number of Shares
6,219
Previous 14,824 58.05%
Holding current value
$129 Million
Previous $305 Million 57.66%
% of portfolio
0.03%
Previous 0.09%

Shares

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

Aug 06, 2024
SELL
N/A
-8,605 Reduced 58.05%
6,219 $129 Million
Q1 2024

May 13, 2024
BUY
N/A
13,749 New
13,749 $286 Million
Q4 2023

Jun 26, 2024
BUY
N/A
1,075 Added 7.82%
14,824 $305 Million
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