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Prosperity Consulting Group, LLC

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
BGSF.NYSEBG Staffing IncUSAIndustrialsStaffing & Employment Services2024-06-300.4560.06549.9k$378.8k$341.9k
  
  
ESCA.NASDAQEscalade IncorporatedUSAConsumer CyclicalLeisure2024-06-300.2090.05429k$342.7k$419k
  
  
POAI.NASDAQPredictive Oncology IncUSAHealthcareMedical Instruments & Supplies2024-06-300.0180.00314k$8.6k$11k
  
  
TXMD.NASDAQTherapeuticsMD IncUSAHealthcareDrug Manufacturers - Specialty & Generic2024-06-300.2120.00724.5k$58.7k$36.6k
  
  
WHG.NYSEWestwood Holdings Group IncUSAFinancial ServicesAsset Management2024-09-300.2870.04426.6k$148.5k$411k
  
  

Trades

Buys
Report date: 2024-03-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BGSF.NYSE49.9k-496.7k9-11$6.85-25.9%
ESCA.NASDAQ35.2k-568.4k12-21$14.4416.8%
TXMD.NASDAQ24.5k-56.7k2-3$1.50-29.4%
WHG.NYSE43.5k-524.9k11-13$15.4540.5%
Sells
Report date: 2023-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
POAI.NASDAQ-705.00-100.0-1.8k0-6$0.79325.4%
Adds
Report date: 2022-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
POAI.NASDAQ3k27.01.7k0-1$0.79216.1%
Reduces
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
ESCA.NASDAQ-6.1k-17.6-82.8k12-15$14.4417.0%
WHG.NYSE-16.9k-38.9-211.9k11-14$15.4540.3%

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