Cornerstone Planning Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.9K Buy
907
+10
+1% +$241 ﹤0.01% 401
2025
Q1
$21.5K Sell
897
-335
-27% -$8.02K 0.01% 398
2024
Q4
$30.3K Buy
1,232
+13
+1% +$320 0.01% 247
2024
Q3
$30.1K Buy
1,219
+4
+0.3% +$99 0.01% 248
2024
Q2
$30.1K Buy
+1,215
New +$30.1K 0.01% 263