Canada Life’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,031
| Closed | -$414K | – | 2003 |
|
|
2024
Q4 | $414K | Hold |
11,031
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q3 | $455K | Hold |
11,031
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q2 | $419K | Hold |
11,031
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q1 | $432K | Hold |
11,031
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q4 | $478K | Buy |
11,031
+1,798
| +19% | +$77.9K | ﹤0.01% | 1711 |
|
|
2023
Q3 | $395K | Buy |
9,233
+8,759
| +1,848% | +$375K | ﹤0.01% | 1736 |
|
|
2023
Q2 | $21K | Hold |
474
| – | – | ﹤0.01% | 2135 |
|
|
2023
Q1 | $18K | Sell |
474
-3,634
| -88% | -$138K | ﹤0.01% | 2232 |
|
|
2022
Q4 | $193K | Buy |
4,108
+1,497
| +57% | +$70.3K | ﹤0.01% | 1894 |
|
|
2022
Q3 | $118K | Buy |
2,611
+2,137
| +451% | +$96.6K | ﹤0.01% | 1958 |
|
|
2022
Q2 | $22K | Buy |
+474
| New | +$22K | ﹤0.01% | 2241 |
|
|
2020
Q4 | – | Sell |
-665
| Closed | -$12K | – | 2634 |
|
|
2020
Q3 | $12K | Hold |
665
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q2 | $14K | Hold |
665
| – | – | ﹤0.01% | 2545 |
|
|
2020
Q1 | $11K | Hold |
665
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q4 | $21K | Buy |
+665
| New | +$21K | ﹤0.01% | 2484 |
|