Perigon Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
16,025
| – | – | 0.01% | 714 |
|
|
2025
Q1 | $427K | Hold |
16,025
| – | – | 0.01% | 683 |
|
|
2024
Q4 | $424K | Buy |
16,025
+1,135
| +8% | +$30K | 0.01% | 687 |
|
|
2024
Q3 | $405K | Buy |
14,890
+230
| +2% | +$6.25K | 0.01% | 681 |
|
|
2024
Q2 | $379K | Buy |
14,660
+3,895
| +36% | +$101K | 0.01% | 611 |
|
|
2024
Q1 | $281K | Buy |
10,765
+2,000
| +23% | +$52.2K | 0.01% | 699 |
|
|
2023
Q4 | $225K | Buy |
+8,765
| New | +$225K | 0.01% | 751 |
|