9258 Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $178K | Buy |
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|
2024
Q2 | $168K | Sell |
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|
2024
Q1 | $171K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $166K | Buy |
|
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|
2023
Q2 | $168K | Buy |
|
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|
2023
Q1 | $167K | Sell |
|
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|
2022
Q4 | $168K | Sell |
|
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $234K | Sell |
|
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|
2022
Q1 | $293K | Sell |
|
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|
2021
Q4 | $387K | Sell |
|
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $410K | Sell |
|
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $619K | Sell |
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|
2020
Q1 | $577K | Sell |
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|
2019
Q4 | $807K | Sell |
|
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|
2019
Q3 | $793K | Sell |
|
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|
2019
Q2 | $834K | Sell |
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|
2019
Q1 | $917K | Sell |
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|
2018
Q4 | $870K | Buy |
|