Cornerstone Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
6,078
+362
| +6% | +$20.8K | 0.02% | 477 |
|
|
2025
Q1 | $321K | Sell |
5,716
-6,584
| -54% | -$370K | 0.02% | 458 |
|
|
2024
Q4 | $681K | Buy |
12,300
+621
| +5% | +$34.4K | 0.05% | 303 |
|
|
2024
Q3 | $680K | Hold |
11,679
| – | – | 0.05% | 286 |
|
|
2024
Q2 | $629K | Sell |
11,679
-2,825
| -19% | -$152K | 0.05% | 283 |
|
|
2024
Q1 | $793K | Buy |
14,504
+160
| +1% | +$8.75K | 0.06% | 239 |
|
|
2023
Q4 | $741K | Buy |
+14,344
| New | +$741K | 0.06% | 247 |
|