Aquatic Capital Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $112K | Buy |
4,915
+2,686
| +121% | +$61.3K | ﹤0.01% | 1080 |
|
2025
Q1 | $61.6K | Buy |
2,229
+746
| +50% | +$20.6K | ﹤0.01% | 1121 |
|
2024
Q4 | $55.7K | Buy |
+1,483
| New | +$55.7K | ﹤0.01% | 1149 |
|
2024
Q2 | – | Sell |
-200
| Closed | -$7.85K | – | 1345 |
|
2024
Q1 | $7.85K | Buy |
+200
| New | +$7.85K | ﹤0.01% | 1148 |
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$107K | – | 1420 |
|
2023
Q3 | $107K | Buy |
2,500
+700
| +39% | +$30K | ﹤0.01% | 808 |
|
2023
Q2 | $79K | Sell |
1,800
-700
| -28% | -$30.7K | ﹤0.01% | 907 |
|
2023
Q1 | $96K | Buy |
+2,500
| New | +$96K | 0.01% | 761 |
|
2022
Q4 | – | Sell |
-700
| Closed | -$32K | – | 1511 |
|
2022
Q3 | $32K | Buy |
+700
| New | +$32K | ﹤0.01% | 942 |
|
2022
Q1 | – | Sell |
-100
| Closed | -$5K | – | 1217 |
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | 0.01% | 940 |
|