Nisa Investment Advisors’s Franchise Group, Inc. FRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,185
| Closed | -$320K | – | 2879 |
|
|
2023
Q2 | $320K | Sell |
11,185
-6,985
| -38% | -$200K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $495K | Sell |
18,170
-4,230
| -19% | -$115K | ﹤0.01% | 1071 |
|
|
2022
Q4 | $534K | Buy |
22,400
+5,378
| +32% | +$128K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $414K | Buy |
17,022
+1,022
| +6% | +$24.9K | ﹤0.01% | 1094 |
|
|
2022
Q2 | $561K | Buy |
16,000
+8,300
| +108% | +$291K | ﹤0.01% | 1011 |
|
|
2022
Q1 | $319K | Buy |
7,700
+7,500
| +3,750% | +$311K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 2032 |
|
|
2021
Q3 | $7 | Buy |
+200
| New | +$7 | ﹤0.01% | 2244 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$7K | – | 2049 |
|
|
2019
Q3 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 1858 |
|