KCFA
Key Client Fiduciary Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,544
| Closed | -$229K | – | 189 |
|
|
2024
Q1 | $229K | Buy |
+2,544
| New | +$229K | 0.12% | 156 |
|
|
2022
Q2 | – | Sell |
-5,410
| Closed | -$499K | – | 113 |
|
|
2022
Q1 | $499K | Sell |
5,410
-340
| -6% | -$31.4K | 0.39% | 59 |
|
|
2021
Q4 | $540K | Buy |
+5,750
| New | +$540K | 0.45% | 55 |
|