BlackDiamond 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 |
-10,492
| Closed | -$67.1K | – | 168 |
|
2025
Q1 | $67.1K | Sell |
10,492
-119
| -1% | -$762 | 0.05% | 153 |
|
2024
Q4 | $70.4K | Sell |
10,611
-596
| -5% | -$3.95K | 0.04% | 157 |
|
2024
Q3 | $73.5K | Sell |
11,207
-289
| -3% | -$1.9K | 0.04% | 160 |
|
2024
Q2 | $76.4K | Sell |
11,496
-540
| -4% | -$3.59K | 0.05% | 146 |
|
2024
Q1 | $75.5K | Sell |
12,036
-19
| -0.2% | -$119 | 0.05% | 143 |
|
2023
Q4 | $76.2K | Buy |
12,055
+1,700
| +16% | +$10.7K | 0.06% | 137 |
|
2023
Q3 | $60.3K | Buy |
10,355
+254
| +3% | +$1.48K | 0.05% | 125 |
|
2023
Q2 | $62.6K | Sell |
10,101
-119
| -1% | -$738 | 0.05% | 128 |
|
2023
Q1 | $63.8K | Sell |
10,220
-561
| -5% | -$3.5K | 0.07% | 111 |
|
2022
Q4 | $68.7K | Sell |
10,781
-31
| -0.3% | -$197 | 0.08% | 112 |
|
2022
Q3 | $66K | Sell |
10,812
-35
| -0.3% | -$214 | 0.08% | 105 |
|
2022
Q2 | $73K | Buy |
+10,847
| New | +$73K | 0.09% | 107 |
|