Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$44K | – | 1026 |
|
|
2018
Q2 | $44K | Hold |
4,000
| – | – | 0.01% | 555 |
|
|
2018
Q1 | $45K | Buy |
+4,000
| New | +$45K | 0.01% | 540 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$9K | – | 937 |
|
|
2014
Q2 | $9K | Hold |
700
| – | – | ﹤0.01% | 787 |
|
|
2014
Q1 | $9K | Hold |
700
| – | – | ﹤0.01% | 608 |
|
|
2013
Q4 | $9K | Hold |
700
| – | – | ﹤0.01% | 620 |
|
|
2013
Q3 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 588 |
|