Golden State Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,785
-106
| -2% | -$9.64K | 0.05% | 257 |
|
|
2025
Q1 | $444K | Buy |
4,891
+645
| +15% | +$58.6K | 0.07% | 222 |
|
|
2024
Q4 | $383K | Buy |
+4,246
| New | +$383K | 0.06% | 234 |
|
|
2022
Q1 | $397K | Sell |
4,303
-595
| -12% | -$54.9K | 0.08% | 203 |
|
|
2021
Q4 | $460K | Buy |
+4,898
| New | +$460K | 0.08% | 226 |
|
|
2021
Q1 | – | Sell |
-16,884
| Closed | -$1.62M | – | 214 |
|
|
2020
Q4 | $1.62M | Sell |
16,884
-1,599
| -9% | -$153K | 0.47% | 41 |
|
|
2020
Q3 | $1.77M | Sell |
18,483
-13,298
| -42% | -$1.27M | 0.59% | 30 |
|
|
2020
Q2 | $3.05M | Buy |
31,781
+31,408
| +8,420% | +$3.01M | 0.98% | 17 |
|
|
2020
Q1 | $35K | Buy |
+373
| New | +$35K | 0.02% | 415 |
|
|
2019
Q4 | – | Sell |
-16,369
| Closed | -$1.55M | – | 366 |
|
|
2019
Q3 | $1.55M | Sell |
16,369
-1,348
| -8% | -$127K | 0.51% | 37 |
|
|
2019
Q2 | $1.68M | Buy |
17,717
+3,692
| +26% | +$349K | 0.53% | 39 |
|
|
2019
Q1 | $1.33M | Buy |
+14,025
| New | +$1.33M | 0.44% | 48 |
|