SWM
SFG Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,899
| Closed | -$663K | – | 104 |
|
|
2025
Q1 | $663K | Buy |
24,899
+320
| +1% | +$8.52K | 0.32% | 60 |
|
|
2024
Q4 | $642K | Buy |
24,579
+1,567
| +7% | +$40.9K | 0.34% | 48 |
|
|
2024
Q3 | $625K | Sell |
23,012
-582
| -2% | -$15.8K | 0.33% | 49 |
|
|
2024
Q2 | $610K | Sell |
23,594
-64
| -0.3% | -$1.66K | 0.35% | 44 |
|
|
2024
Q1 | $617K | Buy |
+23,658
| New | +$617K | 0.37% | 42 |
|