CIBC Private Wealth Group’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,600
| Closed | -$90.7K | – | 3155 |
|
|
2025
Q1 | $90.7K | Hold |
4,600
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q4 | $162K | Hold |
4,600
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q3 | $189K | Hold |
4,600
| – | – | ﹤0.01% | 1214 |
|
|
2024
Q2 | $179K | Sell |
4,600
-4,242
| -48% | -$165K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $332K | Hold |
8,842
| – | – | ﹤0.01% | 940 |
|
|
2023
Q4 | $385K | Hold |
8,842
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $379K | Buy |
+8,842
| New | +$379K | ﹤0.01% | 823 |
|
|
2021
Q4 | – | Sell |
-18,128
| Closed | -$739K | – | 1020 |
|
|
2021
Q3 | $739K | Hold |
18,128
| – | – | ﹤0.01% | 666 |
|
|
2021
Q2 | $586K | Buy |
18,128
+3,834
| +27% | +$124K | ﹤0.01% | 773 |
|
|
2021
Q1 | $404K | Hold |
14,294
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $318K | Sell |
14,294
-14,294
| -50% | -$318K | ﹤0.01% | 861 |
|
|
2020
Q3 | $700K | Buy |
+28,588
| New | +$700K | ﹤0.01% | 627 |
|