KMS Financial Services’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $589K | Buy |
47,612
+6,127
| +15% | +$75.8K | 0.08% | 229 |
|
|
2014
Q2 | $543K | Buy |
41,485
+48
| +0.1% | +$628 | 0.08% | 249 |
|
|
2014
Q1 | $541K | Buy |
41,437
+1,699
| +4% | +$22.2K | 0.09% | 243 |
|
|
2013
Q4 | $516K | Buy |
39,738
+4,443
| +13% | +$57.7K | 0.09% | 256 |
|
|
2013
Q3 | $459K | Buy |
35,295
+7,056
| +25% | +$91.8K | 0.11% | 212 |
|
|
2013
Q2 | $380K | Buy |
+28,239
| New | +$380K | 0.11% | 228 |
|