PWM
Prentice Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,449
| Closed | -$318K | – | 156 |
|
|
2022
Q1 | $318K | Sell |
3,449
-293
| -8% | -$27K | 0.15% | 68 |
|
|
2021
Q4 | $352K | Sell |
3,742
-2,367
| -39% | -$223K | 0.16% | 63 |
|
|
2021
Q3 | $579K | Sell |
6,109
-2,294
| -27% | -$217K | 0.28% | 36 |
|
|
2021
Q2 | $798K | Buy |
8,403
+698
| +9% | +$66.3K | 0.41% | 28 |
|
|
2021
Q1 | $733K | Buy |
+7,705
| New | +$733K | 0.41% | 28 |
|