Carson Wealth (CWM LLC)’s Franklin Limited Duration Income Trust FTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
242
| – | – | ﹤0.01% | 4874 |
|
|
2025
Q1 | $2K | Hold |
242
| – | – | ﹤0.01% | 4744 |
|
|
2024
Q4 | $2K | Hold |
242
| – | – | ﹤0.01% | 4535 |
|
|
2024
Q3 | $2K | Buy |
+242
| New | +$2K | ﹤0.01% | 4388 |
|
|
2023
Q3 | – | Sell |
-59
| Closed | – | – | 4285 |
|
|
2023
Q2 | $0 | Buy |
+59
| New | – | ﹤0.01% | 4253 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | – | – | 4139 |
|
|
2022
Q4 | $0 | Sell |
15
-2
| -12% | – | ﹤0.01% | 4049 |
|
|
2022
Q3 | $0 | Buy |
17
+2
| +13% | – | ﹤0.01% | 3979 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3870 |
|
|
2018
Q3 | – | Sell |
-666
| Closed | -$7K | – | 1896 |
|
|
2018
Q2 | $7K | Hold |
666
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q1 | $7K | Hold |
666
| – | – | ﹤0.01% | 928 |
|
|
2017
Q4 | $8K | Hold |
666
| – | – | ﹤0.01% | 937 |
|
|
2017
Q3 | $8K | Hold |
666
| – | – | ﹤0.01% | 938 |
|
|
2017
Q2 | $8K | Sell |
666
-282
| -30% | -$3.39K | ﹤0.01% | 812 |
|
|
2017
Q1 | $11K | Buy |
+948
| New | +$11K | ﹤0.01% | 724 |
|