Patriot Financial Group Insurance Agency’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
84,392
+2,446
| +3% | +$59.3K | 0.24% | 105 |
|
|
2025
Q1 | $2M | Sell |
81,946
-49,505
| -38% | -$1.21M | 0.27% | 94 |
|
|
2024
Q4 | $3.21M | Sell |
131,451
-31,652
| -19% | -$773K | 0.43% | 54 |
|
|
2024
Q3 | $4.08M | Buy |
163,103
+12,335
| +8% | +$308K | 0.55% | 42 |
|
|
2024
Q2 | $3.68M | Buy |
150,768
+616
| +0.4% | +$15K | 0.54% | 38 |
|
|
2024
Q1 | $3.68M | Buy |
150,152
+78,796
| +110% | +$1.93M | 0.59% | 32 |
|
|
2023
Q4 | $1.73M | Buy |
+71,356
| New | +$1.73M | 0.33% | 67 |
|