PWA
PCG Wealth Advisors’s Franklin FTSE Mexico ETF FLMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85,406
| Closed | -$2.14M | – | 112 |
|
|
2025
Q1 | $2.14M | Buy |
85,406
+7,613
| +10% | +$191K | 0.75% | 44 |
|
|
2024
Q4 | $1.79M | Buy |
77,793
+1,448
| +2% | +$33.3K | 0.66% | 47 |
|
|
2024
Q3 | $2.04M | Buy |
76,345
+406
| +0.5% | +$10.8K | 0.79% | 41 |
|
|
2024
Q2 | $2.14M | Buy |
75,939
+15,127
| +25% | +$426K | 0.93% | 36 |
|
|
2024
Q1 | $2.07M | Buy |
+60,812
| New | +$2.07M | 0.98% | 36 |
|