Integrated Wealth Concepts’s Franklin Street Properties FSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
95,531
+20
| +0% | +$33 | ﹤0.01% | 1797 |
|
|
2025
Q1 | $170K | Hold |
95,511
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q4 | $175K | Hold |
95,511
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q3 | $169K | Buy |
95,511
+22,727
| +31% | +$40.2K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $111K | Hold |
72,784
| – | – | ﹤0.01% | 1572 |
|
|
2024
Q1 | $165K | Hold |
72,784
| – | – | ﹤0.01% | 1548 |
|
|
2023
Q4 | $186K | Buy |
72,784
+27,797
| +62% | +$71.2K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $83.2K | Hold |
44,987
| – | – | ﹤0.01% | 1494 |
|
|
2023
Q2 | $65.2K | Hold |
44,987
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q1 | $71K | Hold |
44,987
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q4 | $123K | Sell |
44,987
-196
| -0.4% | -$536 | ﹤0.01% | 981 |
|
|
2022
Q3 | $119K | Buy |
45,183
+144
| +0.3% | +$379 | ﹤0.01% | 908 |
|
|
2022
Q2 | $188K | Buy |
45,039
+12,000
| +36% | +$50.1K | 0.01% | 905 |
|
|
2022
Q1 | $195K | Hold |
33,039
| – | – | 0.01% | 889 |
|
|
2021
Q4 | $197K | Hold |
33,039
| – | – | 0.01% | 942 |
|
|
2021
Q3 | $153K | Hold |
33,039
| – | – | 0.01% | 909 |
|
|
2021
Q2 | $174K | Buy |
33,039
+10,224
| +45% | +$53.8K | 0.01% | 777 |
|
|
2021
Q1 | $124K | Buy |
22,815
+10,702
| +88% | +$58.2K | 0.01% | 710 |
|
|
2020
Q4 | $53K | Buy |
12,113
+52
| +0.4% | +$228 | ﹤0.01% | 618 |
|
|
2020
Q3 | $44K | Buy |
+12,061
| New | +$44K | ﹤0.01% | 563 |
|
|
2019
Q4 | – | Sell |
-32,341
| Closed | -$274K | – | 480 |
|
|
2019
Q3 | $274K | Buy |
32,341
+3,152
| +11% | +$26.7K | 0.03% | 330 |
|
|
2019
Q2 | $225K | Sell |
29,189
-7,158
| -20% | -$55.2K | 0.03% | 339 |
|
|
2019
Q1 | $261K | Buy |
36,347
+5,027
| +16% | +$36.1K | 0.04% | 269 |
|
|
2018
Q4 | $195K | Buy |
31,320
+16,060
| +105% | +$100K | 0.05% | 253 |
|
|
2018
Q3 | $119K | Buy |
15,260
+3,638
| +31% | +$28.4K | 0.04% | 248 |
|
|
2018
Q2 | $100K | Buy |
+11,622
| New | +$100K | 0.03% | 226 |
|