Cornerstone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19,593
| Closed | -$1.64M | – | 632 |
|
|
2018
Q3 | $1.64M | Buy |
19,593
+10,089
| +106% | +$845K | 0.02% | 566 |
|
|
2018
Q2 | $864K | Buy |
+9,504
| New | +$864K | 0.01% | 824 |
|
|
2017
Q3 | – | Sell |
-40,861
| Closed | -$486K | – | 395 |
|
|
2017
Q2 | $486K | Sell |
40,861
-1,175
| -3% | -$14K | 0.11% | 186 |
|
|
2017
Q1 | $505K | Sell |
42,036
-3,400
| -7% | -$40.8K | 0.12% | 170 |
|
|
2016
Q4 | $548K | Sell |
45,436
-2,960
| -6% | -$35.7K | 0.18% | 116 |
|
|
2016
Q3 | $585K | Buy |
+48,396
| New | +$585K | 0.22% | 97 |
|