MWA
Martel Wealth Advisors’s Franklin FTSE Europe ETF FLEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,438
| Closed | -$226K | – | 71 |
|
|
2024
Q3 | $226K | Sell |
7,438
-1,000
| -12% | -$30.4K | 0.05% | 49 |
|
|
2024
Q2 | $245K | Hold |
8,438
| – | – | 0.05% | 46 |
|
|
2024
Q1 | $251K | Sell |
8,438
-2,000
| -19% | -$59.5K | 0.05% | 47 |
|
|
2023
Q4 | $294K | Hold |
10,438
| – | – | 0.07% | 39 |
|
|
2023
Q3 | $266K | Hold |
10,438
| – | – | 0.07% | 42 |
|
|
2023
Q2 | $281K | Hold |
10,438
| – | – | 0.07% | 42 |
|
|
2023
Q1 | $277K | Buy |
+10,438
| New | +$277K | 0.07% | 40 |
|