Joel Isaacson & Co’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$40K | – | 297 |
|
|
2016
Q4 | $40K | Hold |
2,000
| – | – | 0.01% | 334 |
|
|
2016
Q3 | $36K | Hold |
2,000
| – | – | 0.01% | 374 |
|
|
2016
Q2 | $31K | Hold |
2,000
| – | – | 0.01% | 399 |
|
|
2016
Q1 | $35K | Hold |
2,000
| – | – | 0.01% | 390 |
|
|
2015
Q4 | $33K | Hold |
2,000
| – | – | 0.01% | 386 |
|
|
2015
Q3 | $32K | Hold |
2,000
| – | – | 0.01% | 401 |
|
|
2015
Q2 | $41K | Hold |
2,000
| – | – | 0.01% | 385 |
|
|
2015
Q1 | $39K | Buy |
+2,000
| New | +$39K | 0.01% | 395 |
|