Mackenzie Financial’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
27,948
+3,250
| +13% | +$74.2K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $682K | Buy |
24,698
+16,335
| +195% | +$451K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $314K | Buy |
+8,363
| New | +$314K | ﹤0.01% | 1364 |
|
|
2024
Q1 | – | Sell |
-7,573
| Closed | -$330K | – | 1552 |
|
|
2023
Q4 | $330K | Buy |
+7,573
| New | +$330K | ﹤0.01% | 1124 |
|
|
2023
Q1 | – | Sell |
-4,889
| Closed | -$229K | – | 1548 |
|
|
2022
Q4 | $229K | Buy |
+4,889
| New | +$229K | ﹤0.01% | 1190 |
|