Wolverine Trading’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,893
| Closed | -$655K | – | 1551 |
|
|
2019
Q4 | $655K | Buy |
19,893
+1,076
| +6% | +$35.4K | ﹤0.01% | 784 |
|
|
2019
Q3 | $660K | Buy |
+18,817
| New | +$660K | ﹤0.01% | 523 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1474 |
|
|
2019
Q1 | – | Sell |
-18,489
| Closed | -$397K | – | 1496 |
|
|
2018
Q4 | $397K | Sell |
18,489
-7,708
| -29% | -$166K | ﹤0.01% | 731 |
|
|
2018
Q3 | $620K | Buy |
26,197
+13,586
| +108% | +$322K | ﹤0.01% | 715 |
|
|
2018
Q2 | $339K | Hold |
12,611
| – | – | ﹤0.01% | 864 |
|
|
2018
Q1 | $339K | Sell |
12,611
-2,076
| -14% | -$55.8K | ﹤0.01% | 864 |
|
|
2017
Q4 | $305K | Buy |
+14,687
| New | +$305K | ﹤0.01% | 1106 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1485 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1484 |
|
|
2017
Q1 | – | Sell |
-95,383
| Closed | -$1.92M | – | 1491 |
|
|
2016
Q4 | $1.92M | Buy |
95,383
+6,635
| +7% | +$134K | 0.01% | 186 |
|
|
2016
Q3 | $1.54M | Buy |
+88,748
| New | +$1.54M | 0.01% | 209 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1079 |
|