B. Riley Wealth Advisors’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$16.8M Hold
447,893
0.55% 25
2024
Q3
$18.2M Sell
447,893
-55
-0% -$2.24K 0.51% 33
2024
Q2
$17M Buy
+447,948
New +$17M 0.43% 36
2021
Q1
Sell
-68,326
Closed -$1.52M 1370
2020
Q4
$1.52M Buy
+68,326
New +$1.52M 0.08% 243