Landmark Wealth Management (New York)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
35,818
-4,380
| -11% | -$106K | 0.37% | 48 |
|
|
2025
Q1 | $982K | Sell |
40,198
-953
| -2% | -$23.3K | 0.43% | 42 |
|
|
2024
Q4 | $1.01M | Sell |
41,151
-1,231
| -3% | -$30.1K | 0.45% | 43 |
|
|
2024
Q3 | $1.06M | Sell |
42,382
-1,028
| -2% | -$25.7K | 0.46% | 42 |
|
|
2024
Q2 | $1.06M | Sell |
43,410
-835
| -2% | -$20.4K | 0.83% | 27 |
|
|
2024
Q1 | $1.09M | Sell |
44,245
-2,707
| -6% | -$66.4K | 0.5% | 41 |
|
|
2023
Q4 | $1.14M | Sell |
46,952
-997
| -2% | -$24.2K | 0.56% | 39 |
|
|
2023
Q3 | $1.1M | Buy |
47,949
+14,656
| +44% | +$336K | 0.63% | 37 |
|
|
2023
Q2 | $796K | Buy |
33,293
+1,183
| +4% | +$28.3K | 0.71% | 26 |
|
|
2023
Q1 | $768K | Buy |
32,110
+4,600
| +17% | +$110K | 0.43% | 41 |
|
|
2022
Q4 | $643K | Buy |
27,510
+6,034
| +28% | +$141K | 0.47% | 39 |
|
|
2022
Q3 | $489K | Sell |
21,476
-9,226
| -30% | -$210K | 0.37% | 42 |
|
|
2022
Q2 | $727K | Sell |
30,702
-9,864
| -24% | -$234K | 0.93% | 22 |
|
|
2022
Q1 | $523K | Buy |
+40,566
| New | +$523K | 0.27% | 47 |
|