Dynamic Technology Lab’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,600
| Closed | -$1.04M | – | 1059 |
|
|
2025
Q1 | $1.04M | Buy |
37,600
+29,759
| +380% | +$822K | 0.15% | 189 |
|
|
2024
Q4 | $295K | Buy |
+7,841
| New | +$295K | 0.05% | 644 |
|
|
2024
Q3 | – | Sell |
-6,476
| Closed | -$246K | – | 1113 |
|
|
2024
Q2 | $246K | Sell |
6,476
-10,025
| -61% | -$381K | 0.03% | 737 |
|
|
2024
Q1 | $647K | Buy |
+16,501
| New | +$647K | 0.07% | 500 |
|
|
2023
Q1 | – | Sell |
-11,290
| Closed | -$528K | – | 1219 |
|
|
2022
Q4 | $528K | Buy |
11,290
+1,440
| +15% | +$67.3K | 0.05% | 565 |
|
|
2022
Q3 | $447K | Sell |
9,850
-2,530
| -20% | -$115K | 0.04% | 672 |
|
|
2022
Q2 | $572K | Buy |
+12,380
| New | +$572K | 0.06% | 520 |
|
|
2020
Q1 | – | Sell |
-12,906
| Closed | -$416K | – | 1131 |
|
|
2019
Q4 | $416K | Buy |
+12,906
| New | +$416K | 0.07% | 534 |
|