WAG
Wiser Advisor Group’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,812
| Closed | -$50K | – | 113 |
|
|
2025
Q1 | $50K | Hold |
1,812
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $68.1K | Buy |
1,812
+907
| +100% | +$34.1K | 0.1% | 81 |
|
|
2024
Q3 | $37.2K | Hold |
905
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $34.4K | Hold |
905
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $35.5K | Hold |
905
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $39.4K | Buy |
+905
| New | +$39.4K | 0.07% | 106 |
|