Lockerman Financial Group’s Franklin US Treasury Bond ETF FLGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,058
| Closed | -$303K | – | 117 |
|
|
2024
Q4 | $303K | Sell |
15,058
-472
| -3% | -$9.5K | 0.52% | 67 |
|
|
2024
Q3 | $327K | Buy |
15,530
+54
| +0.3% | +$1.14K | 0.55% | 61 |
|
|
2024
Q2 | $314K | Buy |
15,476
+5,031
| +48% | +$102K | 0.57% | 58 |
|
|
2024
Q1 | $214K | Sell |
10,445
-165
| -2% | -$3.38K | 0.41% | 99 |
|
|
2023
Q4 | $221K | Sell |
10,610
-525
| -5% | -$10.9K | 0.51% | 77 |
|
|
2023
Q3 | $223K | Buy |
+11,135
| New | +$223K | 0.6% | 67 |
|
|
2022
Q2 | – | Sell |
-11,231
| Closed | -$254K | – | 67 |
|
|
2022
Q1 | $254K | Buy |
+11,231
| New | +$254K | 0.69% | 51 |
|