Geneos Wealth Management’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 | $74.5K | Sell |
3,071
-5,071
| -62% | -$123K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $199K | Buy |
8,142
+3,659
| +82% | +$89.4K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $110K | Hold |
4,483
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q3 | $112K | Hold |
4,483
| – | – | ﹤0.01% | 933 |
|
|
2024
Q2 | $109K | Buy |
4,483
+3,071
| +217% | +$74.9K | ﹤0.01% | 845 |
|
|
2024
Q1 | $34.6K | Buy |
1,412
+412
| +41% | +$10.1K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $24.3K | Hold |
1,000
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q2 | $23.9K | Hold |
1,000
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q1 | $23.9K | Buy |
+1,000
| New | +$23.9K | ﹤0.01% | 1281 |
|