IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,733
| Closed | -$147K | – | 4488 |
|
|
2022
Q4 | $147K | Sell |
4,733
-180
| -4% | -$5.59K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $153K | Hold |
4,913
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q2 | $153K | Hold |
4,913
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q1 | $153K | Buy |
+4,913
| New | +$153K | ﹤0.01% | 1446 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4696 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4494 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4363 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4167 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4008 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3825 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3724 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$6K | – | 3487 |
|
|
2018
Q4 | $6K | Sell |
200
-750
| -79% | -$22.5K | ﹤0.01% | 2744 |
|
|
2018
Q3 | $31K | Hold |
950
| – | – | ﹤0.01% | 2174 |
|
|
2018
Q2 | $29K | Hold |
950
| – | – | ﹤0.01% | 2231 |
|
|
2018
Q1 | $29K | Hold |
950
| – | – | ﹤0.01% | 2165 |
|
|
2017
Q4 | $29K | Hold |
950
| – | – | ﹤0.01% | 2160 |
|
|
2017
Q3 | $27K | Buy |
950
+250
| +36% | +$7.11K | ﹤0.01% | 2396 |
|
|
2017
Q2 | $20K | Buy |
+700
| New | +$20K | ﹤0.01% | 2573 |
|