Zurich Cantonal Bank’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,142
| Closed | -$80.5K | – | 2642 |
|
2024
Q4 | $80.5K | Hold |
2,142
| – | – | ﹤0.01% | 2495 |
|
2024
Q3 | $88.1K | Hold |
2,142
| – | – | ﹤0.01% | 2459 |
|
2024
Q2 | $81.4K | Hold |
2,142
| – | – | ﹤0.01% | 2449 |
|
2024
Q1 | $84.1K | Hold |
2,142
| – | – | ﹤0.01% | 2446 |
|
2023
Q4 | $93.2K | Hold |
2,142
| – | – | ﹤0.01% | 2470 |
|
2023
Q3 | $91.9K | Hold |
2,142
| – | – | ﹤0.01% | 2389 |
|
2023
Q2 | $93.6K | Hold |
2,142
| – | – | ﹤0.01% | 2379 |
|
2023
Q1 | $82.4K | Hold |
2,142
| – | – | ﹤0.01% | 2393 |
|
2022
Q4 | $100K | Hold |
2,142
| – | – | ﹤0.01% | 2267 |
|
2022
Q3 | $97K | Buy |
+2,142
| New | +$97K | ﹤0.01% | 2242 |
|
2020
Q4 | – | Sell |
-600
| Closed | -$11K | – | 2618 |
|
2020
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 2541 |
|
2020
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 2501 |
|
2020
Q1 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 2496 |
|