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