JWCA
J.W. Coons Advisors’s Franklin Electric FELE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,656
| Closed | -$257K | – | 245 |
|
2023
Q4 | $257K | Sell |
2,656
-300
| -10% | -$29K | 0.07% | 210 |
|
2023
Q3 | $264K | Sell |
2,956
-110
| -4% | -$9.82K | 0.08% | 197 |
|
2023
Q2 | $315K | Buy |
3,066
+270
| +10% | +$27.8K | 0.09% | 188 |
|
2023
Q1 | $263K | Buy |
+2,796
| New | +$263K | 0.08% | 204 |
|
2022
Q2 | – | Sell |
-2,744
| Closed | -$226K | – | 253 |
|
2022
Q1 | $226K | Buy |
+2,744
| New | +$226K | 0.07% | 240 |
|