High Net Worth Advisory Group’s Franklin Limited Duration Income Trust FTF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,872
| Closed | -$36.5K | – | 329 |
|
2022
Q4 | $36.5K | Hold |
5,872
| – | – | 0.01% | 369 |
|
2022
Q3 | $36K | Hold |
5,872
| – | – | 0.02% | 377 |
|
2022
Q2 | $40K | Hold |
5,872
| – | – | 0.02% | 355 |
|
2022
Q1 | $45K | Hold |
5,872
| – | – | 0.02% | 353 |
|
2021
Q4 | $53K | Buy |
+5,872
| New | +$53K | 0.02% | 343 |
|