Clear Point Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
10,750
-1,930
| -15% | -$105K | 0.49% | 61 |
|
|
2025
Q1 | $672K | Sell |
12,680
-706
| -5% | -$37.4K | 0.6% | 47 |
|
|
2024
Q4 | $727K | Buy |
13,386
+9
| +0.1% | +$489 | 0.62% | 44 |
|
|
2024
Q3 | $745K | Sell |
13,377
-653
| -5% | -$36.4K | 0.58% | 42 |
|
|
2024
Q2 | $720K | Buy |
14,030
+1,144
| +9% | +$58.7K | 0.59% | 43 |
|
|
2024
Q1 | $689K | Buy |
12,886
+410
| +3% | +$21.9K | 0.57% | 48 |
|
|
2023
Q4 | $600K | Buy |
+12,476
| New | +$600K | 0.53% | 50 |
|