Caldwell Trust’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
2,800
|
|
||||
|
2025
Q1 | $18.1K | Hold |
2,800
|
|
||||
|
2024
Q4 | $18.6K | Hold |
2,800
|
|
||||
|
2024
Q3 | $18.7K | Hold |
2,800
|
|
||||
|
2024
Q2 | $17.8K | Hold |
2,800
|
|
||||
|
2024
Q1 | $17.6K | Hold |
2,800
|
|
||||
|
2023
Q4 | $17.4K | Hold |
2,800
|
|
||||
|
2023
Q3 | $17.1K | Hold |
2,800
|
|
||||
|
2023
Q2 | $17.3K | Hold |
2,800
|
|
||||
|
2023
Q1 | $17.3K | Hold |
2,800
|
|
||||
|
2022
Q4 | $17.4K | Hold |
2,800
|
|
||||
|
2022
Q3 | $17.3K | Hold |
2,800
|
|
||||
|
2022
Q2 | $18.9K | Hold |
2,800
|
|
||||
|
2022
Q1 | $21.2K | Hold |
2,800
|
|
||||
|
2021
Q4 | $25.5K | Hold |
2,800
|
|
||||
|
2021
Q3 | $25.5K | Hold |
2,800
|
|
||||
|
2021
Q2 | $25.8K | Hold |
2,800
|
|
||||
|
2021
Q1 | $25.7K | Hold |
2,800
|
|
||||
|
2020
Q4 | $26.4K | Hold |
2,800
|
|
||||
|
2020
Q3 | $23.9K | Hold |
2,800
|
|
||||
|
2020
Q2 | $23.7K | Hold |
2,800
|
|
||||
|
2020
Q1 | $22K | Hold |
2,800
|
|
||||
|
2019
Q4 | $26.9K | Buy |
+2,800
|
|