KCFA
Key Client Fiduciary Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,504
| Closed | -$616K | – | 191 |
|
|
2024
Q4 | $616K | Buy |
10,504
+2
| +0% | +$117 | 0.27% | 83 |
|
|
2024
Q3 | $611K | Sell |
10,502
-148
| -1% | -$8.61K | 0.27% | 80 |
|
|
2024
Q2 | $592K | Sell |
10,650
-1,900
| -15% | -$106K | 0.29% | 78 |
|
|
2024
Q1 | $668K | Hold |
12,550
| – | – | 0.35% | 66 |
|
|
2023
Q4 | $599K | Buy |
12,550
+500
| +4% | +$23.9K | 0.35% | 69 |
|
|
2023
Q3 | $519K | Sell |
12,050
-50
| -0.4% | -$2.15K | 0.32% | 76 |
|
|
2023
Q2 | $542K | Buy |
12,100
+2,900
| +32% | +$130K | 0.32% | 70 |
|
|
2023
Q1 | $381K | Buy |
9,200
+500
| +6% | +$20.7K | 0.24% | 98 |
|
|
2022
Q4 | $341K | Sell |
8,700
-75
| -0.9% | -$2.94K | 0.23% | 96 |
|
|
2022
Q3 | $321K | Sell |
8,775
-100
| -1% | -$3.66K | 0.29% | 72 |
|
|
2022
Q2 | $344K | Buy |
8,875
+470
| +6% | +$18.2K | 0.34% | 69 |
|
|
2022
Q1 | $377K | Sell |
8,405
-265
| -3% | -$11.9K | 0.3% | 75 |
|
|
2021
Q4 | $408K | Buy |
+8,670
| New | +$408K | 0.34% | 67 |
|