Eschler Asset Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,743
| Closed | -$448K | – | 64 |
|
|
2024
Q1 | $448K | Buy |
+11,743
| New | +$448K | 0.29% | 72 |
|
|
2023
Q4 | – | Sell |
-18,052
| Closed | -$775K | – | 79 |
|
|
2023
Q3 | $775K | Sell |
18,052
-4,893
| -21% | -$210K | 0.9% | 24 |
|
|
2023
Q2 | $1M | Sell |
22,945
-7,820
| -25% | -$342K | 1.42% | 13 |
|
|
2023
Q1 | $1.18M | Sell |
30,765
-4,778
| -13% | -$184K | 0.94% | 21 |
|
|
2022
Q4 | $1.66M | Sell |
35,543
-2,635
| -7% | -$123K | 3.15% | 10 |
|
|
2022
Q3 | $1.73M | Buy |
38,178
+220
| +0.6% | +$9.99K | 3.82% | 7 |
|
|
2022
Q2 | $1.75M | Buy |
37,958
+881
| +2% | +$40.7K | 3.57% | 6 |
|
|
2022
Q1 | $1.68M | Sell |
37,077
-6,092
| -14% | -$276K | 1.57% | 12 |
|
|
2021
Q4 | $2M | Buy |
+43,169
| New | +$2M | 2.56% | 9 |
|