AWMS
Advocacy Wealth Management Services’s Franklin FTSE Europe ETF FLEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-57,470
| Closed | -$1.78M | – | 55 |
|
|
2024
Q3 | $1.78M | Sell |
57,470
-8,368
| -13% | -$259K | 0.14% | 35 |
|
|
2024
Q2 | $1.91M | Sell |
65,838
-18,902
| -22% | -$548K | 0.16% | 35 |
|
|
2024
Q1 | $2.52M | Sell |
84,740
-354,935
| -81% | -$10.6M | 0.22% | 37 |
|
|
2023
Q4 | $12.4M | Sell |
439,675
-2,293,648
| -84% | -$64.7M | 1.18% | 21 |
|
|
2023
Q3 | $69.6M | Buy |
2,733,323
+121,911
| +5% | +$3.1M | 7.74% | 4 |
|
|
2023
Q2 | $70.3M | Buy |
2,611,412
+68,512
| +3% | +$1.85M | 8.04% | 5 |
|
|
2023
Q1 | $67.6M | Buy |
2,542,900
+2,521,768
| +11,933% | +$67M | 8.21% | 3 |
|
|
2022
Q4 | $508K | Hold |
21,132
| – | – | 0.07% | 34 |
|
|
2022
Q3 | $448K | Hold |
21,132
| – | – | 0.07% | 31 |
|
|
2022
Q2 | $482K | Sell |
21,132
-1,062,492
| -98% | -$24.2M | 0.08% | 31 |
|
|
2022
Q1 | $29.5M | Buy |
+1,083,624
| New | +$29.5M | 5.14% | 7 |
|