KCFA
Key Client Fiduciary Advisors’s Franklin High Yield Corporate ETF FLHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,150
| Closed | -$206K | – | 171 |
|
|
2023
Q3 | $206K | Sell |
9,150
-3,200
| -26% | -$72K | 0.13% | 158 |
|
|
2023
Q2 | $281K | Hold |
12,350
| – | – | 0.16% | 132 |
|
|
2023
Q1 | $282K | Sell |
12,350
-1,000
| -7% | -$22.9K | 0.18% | 127 |
|
|
2022
Q4 | $294K | Buy |
+13,350
| New | +$294K | 0.2% | 114 |
|
|
2022
Q3 | – | Sell |
-9,100
| Closed | -$200K | – | 107 |
|
|
2022
Q2 | $200K | Sell |
9,100
-2,888
| -24% | -$63.5K | 0.19% | 102 |
|
|
2022
Q1 | $296K | Sell |
11,988
-8,262
| -41% | -$204K | 0.23% | 93 |
|
|
2021
Q4 | $531K | Buy |
+20,250
| New | +$531K | 0.44% | 59 |
|