Atria Wealth Solutions’s Franklin US Treasury Bond ETF FLGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,908
| Closed | -$409K | – | 1606 |
|
|
2025
Q1 | $409K | Buy |
19,908
+5,438
| +38% | +$112K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $291K | Buy |
+14,470
| New | +$291K | ﹤0.01% | 1542 |
|
|
2024
Q2 | – | Sell |
-38,317
| Closed | -$785K | – | 1956 |
|
|
2024
Q1 | $785K | Buy |
38,317
+17,762
| +86% | +$364K | 0.01% | 1015 |
|
|
2023
Q4 | $428K | Buy |
20,555
+1,049
| +5% | +$21.8K | 0.01% | 1286 |
|
|
2023
Q3 | $390K | Buy |
19,506
+1,707
| +10% | +$34.1K | 0.01% | 1252 |
|
|
2023
Q2 | $370K | Buy |
17,799
+7,628
| +75% | +$158K | 0.01% | 1309 |
|
|
2023
Q1 | $216K | Buy |
+10,171
| New | +$216K | ﹤0.01% | 1619 |
|