EverSource Wealth Advisors’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$7.67K Sell
2025
Q2
$9.33K Buy
2025
Q1
$608 Buy
2023
Q4
Sell
2023
Q3
$1.03K Buy