Retirement Planning Group (Kansas)’s Franklin FTSE Switzerland ETF FLSW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,946
| Closed | -$264K | – | 270 |
|
2024
Q2 | $264K | Sell |
7,946
-3,071
| -28% | -$102K | 0.02% | 207 |
|
2024
Q1 | $362K | Hold |
11,017
| – | – | 0.03% | 158 |
|
2023
Q4 | $365K | Hold |
11,017
| – | – | 0.03% | 134 |
|
2023
Q3 | $329K | Hold |
11,017
| – | – | 0.04% | 117 |
|
2023
Q2 | $350K | Sell |
11,017
-229
| -2% | -$7.27K | 0.03% | 120 |
|
2023
Q1 | $351K | Hold |
11,246
| – | – | 0.04% | 109 |
|
2022
Q4 | $327K | Buy |
11,246
+513
| +5% | +$14.9K | 0.04% | 109 |
|
2022
Q3 | $280K | Buy |
+10,733
| New | +$280K | 0.04% | 109 |
|