OBWG
Onyx Bridge Wealth Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
4,021
-2,020
| -33% | -$110K | 0.03% | 272 |
|
|
2025
Q1 | $320K | Buy |
+6,041
| New | +$320K | 0.05% | 204 |
|
|
2024
Q4 | – | Sell |
-3,744
| Closed | -$209K | – | 292 |
|
|
2024
Q3 | $209K | Buy |
+3,744
| New | +$209K | 0.03% | 254 |
|
|
2024
Q1 | – | Sell |
-5,875
| Closed | -$283K | – | 271 |
|
|
2023
Q4 | $283K | Sell |
5,875
-10,983
| -65% | -$529K | 0.06% | 196 |
|
|
2023
Q3 | $724K | Buy |
+16,858
| New | +$724K | 0.17% | 93 |
|
|
2023
Q2 | – | Sell |
-6,164
| Closed | -$267K | – | 243 |
|
|
2023
Q1 | $267K | Sell |
6,164
-4,488
| -42% | -$194K | 0.11% | 137 |
|
|
2022
Q4 | $453K | Buy |
10,652
+837
| +9% | +$35.6K | 0.18% | 86 |
|
|
2022
Q3 | $372K | Buy |
9,815
+2,515
| +34% | +$95.3K | 0.17% | 100 |
|
|
2022
Q2 | $298K | Buy |
+7,300
| New | +$298K | 0.13% | 106 |
|