Carson Wealth (CWM LLC)’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.54M | Buy |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $184K | Sell |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | $36K | Buy |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $34K | Buy |
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|
2023
Q1 | $29K | Sell |
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|
2022
Q4 | $41K | Sell |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $255K | Buy |
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