Campbell & Co Investment Adviser’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,747
| Closed | -$636K | – | 1167 |
|
|
2024
Q2 | $636K | Buy |
16,747
+3,281
| +24% | +$125K | 0.05% | 551 |
|
|
2024
Q1 | $529K | Buy |
13,466
+7,865
| +140% | +$309K | 0.05% | 664 |
|
|
2023
Q4 | $244K | Buy |
+5,601
| New | +$244K | 0.02% | 983 |
|
|
2019
Q4 | – | Sell |
-6,345
| Closed | -$222K | – | 701 |
|
|
2019
Q3 | $222K | Buy |
+6,345
| New | +$222K | 0.08% | 507 |
|