Nisa Investment Advisors’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 | $2.17K | Buy |
+95
| New | +$2.17K | ﹤0.01% | 2588 |
|
|
2025
Q1 | – | Sell |
-27
| Closed | -$1.02K | – | 3013 |
|
|
2024
Q4 | $1.02K | Sell |
27
-59
| -69% | -$2.22K | ﹤0.01% | 2678 |
|
|
2024
Q3 | $3.54K | Buy |
86
+60
| +231% | +$2.47K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $988 | Buy |
26
+3
| +13% | +$114 | ﹤0.01% | 2520 |
|
|
2024
Q1 | $903 | Buy |
+23
| New | +$903 | ﹤0.01% | 2382 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$1K | – | 2824 |
|
|
2023
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2381 |
|
|
2022
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2424 |
|