Oliver Lagore Vanvalin Investment Group’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9K | Buy |
+10,819
| New | +$69.9K | 0.03% | 212 |
|
|
2024
Q4 | $71.7K | Hold |
10,819
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $72.2K | Sell |
10,819
-1,700
| -14% | -$11.3K | 0.02% | 211 |
|
|
2024
Q2 | $79.4K | Buy |
12,519
+1,700
| +16% | +$10.8K | 0.02% | 187 |
|
|
2024
Q1 | $67.8K | Hold |
10,819
| – | – | 0.02% | 216 |
|
|
2023
Q4 | $67.3K | Hold |
10,819
| – | – | 0.03% | 188 |
|
|
2023
Q3 | $65.9K | Buy |
10,819
+1,700
| +19% | +$10.4K | 0.03% | 207 |
|
|
2023
Q2 | $56.4K | Hold |
9,119
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $56.4K | Buy |
9,119
+4,119
| +82% | +$25.5K | 0.02% | 183 |
|
|
2022
Q4 | $31.1K | Buy |
+5,000
| New | +$31.1K | 0.02% | 221 |
|