LWM
Laidlaw Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,362
| Closed | -$213K | – | 84 |
|
|
2024
Q4 | $213K | Sell |
2,362
-360
| -13% | -$32.5K | 0.09% | 162 |
|
|
2024
Q3 | $249K | Sell |
2,722
-691
| -20% | -$63.1K | 0.12% | 150 |
|
|
2024
Q2 | $307K | Sell |
3,413
-738
| -18% | -$66.5K | 0.17% | 130 |
|
|
2024
Q1 | $374K | Sell |
4,151
-326
| -7% | -$29.4K | 0.21% | 118 |
|
|
2023
Q4 | $403K | Sell |
4,477
-400
| -8% | -$36K | 0.15% | 148 |
|
|
2023
Q3 | $435K | Sell |
4,877
-4,629
| -49% | -$413K | 0.14% | 165 |
|
|
2023
Q2 | $850K | Buy |
9,506
+745
| +9% | +$66.6K | 0.17% | 135 |
|
|
2023
Q1 | $792K | Sell |
8,761
-4,878
| -36% | -$441K | 0.16% | 152 |
|
|
2022
Q4 | $1.22M | Buy |
13,639
+808
| +6% | +$72.3K | 0.26% | 103 |
|
|
2022
Q3 | $1.15M | Sell |
12,831
-13,091
| -51% | -$1.18M | 0.27% | 98 |
|
|
2022
Q2 | $2.37M | Sell |
25,922
-51,425
| -66% | -$4.7M | 0.48% | 60 |
|
|
2022
Q1 | $7.13M | Sell |
77,347
-2,549
| -3% | -$235K | 1.19% | 12 |
|
|
2021
Q4 | $7.51M | Buy |
79,896
+12,563
| +19% | +$1.18M | 1.2% | 13 |
|
|
2021
Q3 | $6.38M | Buy |
67,333
+2,795
| +4% | +$265K | 1.64% | 9 |
|
|
2021
Q2 | $6.13M | Buy |
64,538
+7,881
| +14% | +$748K | 1.58% | 9 |
|
|
2021
Q1 | $5.39M | Buy |
56,657
+20,481
| +57% | +$1.95M | 1.84% | 8 |
|
|
2020
Q4 | $3.46M | Buy |
36,176
+7,328
| +25% | +$702K | 0.73% | 29 |
|
|
2020
Q3 | $2.77M | Buy |
28,848
+8,168
| +39% | +$783K | 1.23% | 14 |
|
|
2020
Q2 | $1.98M | Sell |
20,680
-2,043
| -9% | -$196K | 1.03% | 22 |
|
|
2020
Q1 | $2.15M | Buy |
+22,723
| New | +$2.15M | 1.41% | 15 |
|