Oberweis Asset Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-68,200
| Closed | -$2.62M | – | 187 |
|
|
2023
Q1 | $2.62M | Buy |
68,200
+21,900
| +47% | +$842K | 0.41% | 77 |
|
|
2022
Q4 | $2.17M | Buy |
46,300
+9,500
| +26% | +$444K | 0.46% | 61 |
|
|
2022
Q3 | $1.67M | Hold |
36,800
| – | – | 0.39% | 53 |
|
|
2022
Q2 | $1.7M | Sell |
36,800
-4,600
| -11% | -$212K | 0.43% | 48 |
|
|
2022
Q1 | $1.87M | Buy |
+41,400
| New | +$1.87M | 0.38% | 49 |
|