Carson Wealth (CWM LLC)’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
1,091
+381
| +54% | +$8.73K | ﹤0.01% | 3766 |
|
|
2025
Q1 | $20K | Buy |
710
+255
| +56% | +$7.18K | ﹤0.01% | 3665 |
|
|
2024
Q4 | $17K | Sell |
455
-468
| -51% | -$17.5K | ﹤0.01% | 3537 |
|
|
2024
Q3 | $38K | Buy |
923
+709
| +331% | +$29.2K | ﹤0.01% | 2901 |
|
|
2024
Q2 | $8K | Buy |
214
+207
| +2,957% | +$7.74K | ﹤0.01% | 3653 |
|
|
2024
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4439 |
|
|
2023
Q4 | – | Sell |
-778
| Closed | -$33K | – | 4238 |
|
|
2023
Q3 | $33K | Buy |
+778
| New | +$33K | ﹤0.01% | 2336 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$140K | – | 4126 |
|
|
2022
Q4 | $140K | Buy |
+3,000
| New | +$140K | ﹤0.01% | 1241 |
|