RWP
Ridgecrest Wealth Partners’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
Q1 | – | Sell |
-3,680
| Closed | -$346K | – | 113 |
|
|
2021
Q4 | $346K | Sell |
3,680
-10,942
| -75% | -$1.03M | 0.17% | 94 |
|
|
2021
Q3 | $1.39M | Sell |
14,622
-9,640
| -40% | -$913K | 0.75% | 33 |
|
|
2021
Q2 | $2.3M | Buy |
24,262
+662
| +3% | +$62.8K | 1.44% | 20 |
|
|
2021
Q1 | $2.25M | Buy |
+23,600
| New | +$2.25M | 2.14% | 12 |
|