Patriot Financial Group Insurance Agency’s Franklin US Core Bond ETF FLCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,521
| Closed | -$34K | – | 934 |
|
|
2022
Q2 | $34K | Hold |
1,521
| – | – | 0.01% | 855 |
|
|
2022
Q1 | $36K | Hold |
1,521
| – | – | 0.01% | 881 |
|
|
2021
Q4 | $38K | Buy |
1,521
+21
| +1% | +$525 | 0.01% | 974 |
|
|
2021
Q3 | $38K | Buy |
1,500
+39
| +3% | +$988 | 0.01% | 964 |
|
|
2021
Q2 | $37K | Sell |
1,461
-210
| -13% | -$5.32K | 0.01% | 945 |
|
|
2021
Q1 | $42K | Buy |
1,671
+242
| +17% | +$6.08K | 0.01% | 824 |
|
|
2020
Q4 | $37K | Buy |
1,429
+456
| +47% | +$11.8K | 0.01% | 776 |
|
|
2020
Q3 | $26K | Hold |
973
| – | – | 0.01% | 717 |
|
|
2020
Q2 | $25K | Buy |
973
+192
| +25% | +$4.93K | 0.01% | 683 |
|
|
2020
Q1 | $20K | Buy |
+781
| New | +$20K | 0.01% | 664 |
|