Avantax Advisory Services’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
32,625
-2,764
| -8% | -$17.7K | ﹤0.01% | 2172 |
|
|
2025
Q1 | $229K | Sell |
35,389
-1,412
| -4% | -$9.12K | ﹤0.01% | 2016 |
|
|
2024
Q4 | $244K | Buy |
36,801
+11,011
| +43% | +$73K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $172K | Buy |
25,790
+7,157
| +38% | +$47.7K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $118K | Buy |
18,633
+699
| +4% | +$4.43K | ﹤0.01% | 1999 |
|
|
2024
Q1 | $112K | Buy |
17,934
+1,650
| +10% | +$10.3K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $101K | Buy |
16,284
+2,639
| +19% | +$16.4K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $83.1K | Sell |
13,645
-401
| -3% | -$2.44K | ﹤0.01% | 1497 |
|
|
2023
Q2 | $86.8K | Buy |
14,046
+498
| +4% | +$3.08K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $83.7K | Buy |
+13,548
| New | +$83.7K | ﹤0.01% | 1431 |
|