Cobiz Wealth’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-50,287
| Closed | -$1.02M | – | 140 |
|
|
2015
Q2 | $1.02M | Hold |
50,287
| – | – | 0.23% | 80 |
|
|
2015
Q1 | $969K | Hold |
50,287
| – | – | 0.22% | 79 |
|
|
2014
Q4 | $974K | Sell |
50,287
-12,535
| -20% | -$243K | 0.22% | 78 |
|
|
2014
Q3 | $1.23M | Sell |
62,822
-106
| -0.2% | -$2.08K | 0.29% | 70 |
|
|
2014
Q2 | $1.27M | Sell |
62,928
-270
| -0.4% | -$5.44K | 0.29% | 70 |
|
|
2014
Q1 | $1.25M | Hold |
63,198
| – | – | 0.3% | 68 |
|
|
2013
Q4 | $1.26M | Hold |
63,198
| – | – | 0.3% | 71 |
|
|
2013
Q3 | $1.13M | Hold |
63,198
| – | – | 0.29% | 74 |
|
|
2013
Q2 | $851K | Buy |
+63,198
| New | +$851K | 0.22% | 76 |
|