Northwestern Mutual Wealth Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$225 | – | 3752 |
|
|
2024
Q4 | $225 | Sell |
6
-6
| -50% | -$225 | ﹤0.01% | 3444 |
|
|
2024
Q3 | $494 | Sell |
12
-38
| -76% | -$1.56K | ﹤0.01% | 3338 |
|
|
2024
Q2 | $1.9K | Buy |
+50
| New | +$1.9K | ﹤0.01% | 3113 |
|
|
2016
Q2 | – | Sell |
-754
| Closed | -$13K | – | 2105 |
|
|
2016
Q1 | $13K | Buy |
+754
| New | +$13K | ﹤0.01% | 1339 |
|