Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,065
| Closed | -$188K | – | 140 |
|
|
2020
Q2 | $188K | Buy |
22,065
+352
| +2% | +$3K | 0.05% | 227 |
|
|
2020
Q1 | $171K | Sell |
21,713
-704
| -3% | -$5.54K | 0.07% | 154 |
|
|
2019
Q4 | $218K | Sell |
22,417
-6,098
| -21% | -$59.3K | 0.09% | 123 |
|
|
2019
Q3 | $264K | Sell |
28,515
-3,733
| -12% | -$34.6K | 0.13% | 96 |
|
|
2019
Q2 | $313K | Buy |
+32,248
| New | +$313K | 0.13% | 86 |
|