Leeward Financial Partners’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 | $1.7M | Buy |
69,889
+3,503
| +5% | +$85K | 0.54% | 46 |
|
2025
Q1 | $1.62M | Buy |
66,386
+1,739
| +3% | +$42.5K | 0.61% | 45 |
|
2024
Q4 | $1.58M | Buy |
64,647
+3,711
| +6% | +$90.7K | 0.56% | 43 |
|
2024
Q3 | $1.52M | Buy |
60,936
+1,687
| +3% | +$42.2K | 0.58% | 43 |
|
2024
Q2 | $1.45M | Buy |
59,249
+4,058
| +7% | +$99K | 0.59% | 44 |
|
2024
Q1 | $1.35M | Buy |
55,191
+8,508
| +18% | +$209K | 0.57% | 46 |
|
2023
Q4 | $1.13M | Buy |
46,683
+6,468
| +16% | +$157K | 0.55% | 47 |
|
2023
Q3 | $923K | Buy |
40,215
+5,495
| +16% | +$126K | 0.51% | 50 |
|
2023
Q2 | $830K | Buy |
+34,720
| New | +$830K | 0.48% | 53 |
|