CoreCap Advisors’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 | $213K | Sell |
33,247
-2,500
| -7% | -$16.1K | 0.01% | 718 |
|
|
2025
Q1 | $231K | Hold |
35,747
| – | – | 0.01% | 641 |
|
|
2024
Q4 | $237K | Sell |
35,747
-4,000
| -10% | -$26.5K | 0.01% | 659 |
|
|
2024
Q3 | $265K | Hold |
39,747
| – | – | 0.01% | 603 |
|
|
2024
Q2 | $252K | Buy |
39,747
+2,500
| +7% | +$15.9K | 0.03% | 328 |
|
|
2024
Q1 | $234K | Buy |
37,247
+4,000
| +12% | +$25.1K | 0.01% | 584 |
|
|
2023
Q4 | $207K | Hold |
33,247
| – | – | 0.01% | 543 |
|
|
2023
Q3 | $202K | Hold |
33,247
| – | – | 0.01% | 502 |
|
|
2023
Q2 | $205K | Buy |
+33,247
| New | +$205K | 0.01% | 527 |
|
|
2022
Q4 | $217K | Sell |
34,972
-2,530
| -7% | -$15.7K | 0.02% | 517 |
|
|
2022
Q3 | $232K | Buy |
37,502
+6,200
| +20% | +$38.4K | 0.02% | 458 |
|
|
2022
Q2 | $212K | Sell |
31,302
-1,048
| -3% | -$7.1K | 0.02% | 499 |
|
|
2022
Q1 | $245K | Buy |
32,350
+12,300
| +61% | +$93.2K | 0.02% | 455 |
|
|
2021
Q4 | $182K | Buy |
+20,050
| New | +$182K | 0.01% | 551 |
|