Engineers Gate Manager’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,126
| Closed | -$224K | – | 2268 |
|
|
2025
Q1 | $224K | Sell |
8,126
-5,729
| -41% | -$158K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $521K | Buy |
13,855
+2,776
| +25% | +$104K | 0.01% | 1395 |
|
|
2024
Q3 | $456K | Buy |
11,079
+2,299
| +26% | +$94.6K | 0.01% | 1420 |
|
|
2024
Q2 | $334K | Sell |
8,780
-844
| -9% | -$32.1K | 0.01% | 1407 |
|
|
2024
Q1 | $378K | Sell |
9,624
-859
| -8% | -$33.7K | 0.01% | 1347 |
|
|
2023
Q4 | $456K | Sell |
10,483
-3,374
| -24% | -$147K | 0.01% | 1231 |
|
|
2023
Q3 | $595K | Sell |
13,857
-1,520
| -10% | -$65.2K | 0.02% | 970 |
|
|
2023
Q2 | $672K | Buy |
15,377
+3,371
| +28% | +$147K | 0.03% | 897 |
|
|
2023
Q1 | $462K | Buy |
12,006
+358
| +3% | +$13.8K | 0.02% | 1012 |
|
|
2022
Q4 | $545K | Buy |
11,648
+268
| +2% | +$12.5K | 0.03% | 838 |
|
|
2022
Q3 | $517K | Sell |
11,380
-5,527
| -33% | -$251K | 0.03% | 791 |
|
|
2022
Q2 | $781K | Buy |
16,907
+11,963
| +242% | +$553K | 0.03% | 857 |
|
|
2022
Q1 | $224K | Sell |
4,944
-5,985
| -55% | -$271K | 0.01% | 1572 |
|
|
2021
Q4 | $507K | Sell |
10,929
-1,010
| -8% | -$46.9K | 0.02% | 1046 |
|
|
2021
Q3 | $487K | Buy |
+11,939
| New | +$487K | 0.03% | 894 |
|
|
2021
Q2 | – | Sell |
-7,335
| Closed | -$208K | – | 1729 |
|
|
2021
Q1 | $208K | Sell |
7,335
-1,797
| -20% | -$51K | 0.01% | 1579 |
|
|
2020
Q4 | $203K | Sell |
9,132
-13,579
| -60% | -$302K | 0.01% | 1500 |
|
|
2020
Q3 | $403K | Buy |
22,711
+5,075
| +29% | +$90.1K | 0.02% | 1099 |
|
|
2020
Q2 | $377K | Sell |
17,636
-7,644
| -30% | -$163K | 0.02% | 1102 |
|
|
2020
Q1 | $393K | Buy |
25,280
+16,170
| +177% | +$251K | 0.03% | 905 |
|
|
2019
Q4 | $294K | Buy |
+9,110
| New | +$294K | 0.01% | 1268 |
|