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Physician Wealth Advisors’s Franklin Covey FC Stock Holding History

Physician Wealth Advisors’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.1K Hold
704
– – ﹤0.01% 555
2025
Q1 		$19.4K Hold
704
– – ﹤0.01% 495
2024
Q4 		$26.5K Buy
+704
New +$26.5K ﹤0.01% 454