Avior Wealth Management’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 | – | Sell |
-13,050
| Closed | -$84.3K | – | 725 |
|
|
2025
Q1 | $84.3K | Sell |
13,050
-7,777
| -37% | -$50.2K | ﹤0.01% | 699 |
|
|
2024
Q4 | $138K | Sell |
20,827
-2,838
| -12% | -$18.8K | 0.01% | 803 |
|
|
2024
Q3 | $158K | Buy |
23,665
+5,557
| +31% | +$37.1K | 0.01% | 760 |
|
|
2024
Q2 | $115K | Buy |
18,108
+6,831
| +61% | +$43.3K | ﹤0.01% | 820 |
|
|
2024
Q1 | $70.7K | Buy |
+11,277
| New | +$70.7K | ﹤0.01% | 1095 |
|