Perigon Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,422
| Closed | -$321K | – | 622 |
|
|
2021
Q4 | $321K | Sell |
3,422
-5,385
| -61% | -$505K | 0.02% | 436 |
|
|
2021
Q3 | $834K | Sell |
8,807
-240
| -3% | -$22.7K | 0.07% | 222 |
|
|
2021
Q2 | $859K | Sell |
9,047
-818
| -8% | -$77.7K | 0.08% | 218 |
|
|
2021
Q1 | $939K | Sell |
9,865
-245
| -2% | -$23.3K | 0.1% | 190 |
|
|
2020
Q4 | $968K | Sell |
10,110
-4,691
| -32% | -$449K | 0.11% | 152 |
|
|
2020
Q3 | $1.42M | Buy |
+14,801
| New | +$1.42M | 0.2% | 92 |
|