CWM
INCE
Certus Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,101
| Closed | -$436K | – | 56 |
|
|
2024
Q2 | $436K | Hold |
8,101
| – | – | 0.33% | 45 |
|
|
2024
Q1 | $425K | Sell |
8,101
-131
| -2% | -$6.88K | 0.34% | 44 |
|
|
2023
Q4 | $425K | Buy |
8,232
+166
| +2% | +$8.58K | 0.36% | 45 |
|
|
2023
Q3 | $383K | Buy |
8,066
+907
| +13% | +$43K | 0.37% | 46 |
|
|
2023
Q2 | $350K | Buy |
+7,159
| New | +$350K | 0.35% | 46 |
|