Kingswood Wealth Advisors’s Franklin Short Duration US Government ETF FTSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,000
| Closed | -$1.92M | – | 837 |
|
|
2024
Q3 | $1.92M | Hold |
21,000
| – | – | 0.14% | 173 |
|
|
2024
Q2 | $1.89M | Hold |
21,000
| – | – | 0.17% | 121 |
|
|
2024
Q1 | $1.89M | Hold |
21,000
| – | – | 0.22% | 112 |
|
|
2023
Q4 | $1.89M | Hold |
21,000
| – | – | 0.21% | 110 |
|
|
2023
Q3 | $1.87M | Sell |
21,000
-160
| -0.8% | -$14.3K | 0.32% | 80 |
|
|
2023
Q2 | $1.89M | Buy |
+21,160
| New | +$1.89M | 0.6% | 43 |
|