Straight Path Wealth Management’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 |
-25,100
| Closed | -$719K | – | 85 |
|
|
2023
Q2 | $719K | Sell |
25,100
-100
| -0.4% | -$2.86K | 0.49% | 26 |
|
|
2023
Q1 | $687K | Buy |
+25,200
| New | +$687K | 0.55% | 24 |
|
|
2022
Q3 | – | Sell |
-8,200
| Closed | -$288K | – | 79 |
|
|
2022
Q2 | $288K | Hold |
8,200
| – | – | 0.28% | 52 |
|
|
2022
Q1 | $340K | Buy |
+8,200
| New | +$340K | 0.29% | 46 |
|