Diversified Trust’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,709
Closed -$303K 789
2022
Q1
$303K Buy
6,709
+1,013
+18% +$45.8K 0.01% 613
2021
Q4
$264K Hold
5,696
0.01% 682
2021
Q3
$232K Buy
+5,696
New +$232K 0.01% 670