Perigon Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
183,705
-46,300
| -20% | -$1.12M | 0.1% | 188 |
|
|
2025
Q1 | $5.54M | Sell |
230,005
-1,335
| -0.6% | -$32.1K | 0.14% | 148 |
|
|
2024
Q4 | $5.64M | Sell |
231,340
-61,668
| -21% | -$1.5M | 0.14% | 146 |
|
|
2024
Q3 | $7.11M | Buy |
293,008
+35,925
| +14% | +$872K | 0.19% | 113 |
|
|
2024
Q2 | $6.28M | Buy |
257,083
+158,762
| +161% | +$3.88M | 0.18% | 115 |
|
|
2024
Q1 | $2.41M | Buy |
+98,321
| New | +$2.41M | 0.07% | 228 |
|