San Luis Wealth Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,679
| Closed | -$78K | – | 78 |
|
|
2022
Q3 | $78K | Sell |
12,679
-2,199
| -15% | -$13.5K | 0.08% | 79 |
|
|
2022
Q2 | $101K | Sell |
14,878
-10,452
| -41% | -$71K | 0.12% | 63 |
|
|
2022
Q1 | $230K | Hold |
25,330
| – | – | 0.11% | 141 |
|
|
2021
Q4 | $230K | Buy |
25,330
+13,490
| +114% | +$122K | 0.23% | 81 |
|
|
2021
Q3 | $108K | Buy |
+11,840
| New | +$108K | 0.06% | 153 |
|