ShoreHaven Wealth Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
105,094
-21,738
| -17% | -$527K | 1.04% | 27 |
|
|
2025
Q1 | $3.1M | Sell |
126,832
-25,655
| -17% | -$627K | 1.48% | 20 |
|
|
2024
Q4 | $3.73M | Buy |
152,487
+4,473
| +3% | +$109K | 1.76% | 14 |
|
|
2024
Q3 | $3.7M | Buy |
148,014
+1,996
| +1% | +$49.9K | 1.79% | 16 |
|
|
2024
Q2 | $3.56M | Buy |
146,018
+5,865
| +4% | +$143K | 1.87% | 16 |
|
|
2024
Q1 | $3.44M | Buy |
140,153
+15,224
| +12% | +$373K | 1.89% | 18 |
|
|
2023
Q4 | $3.03M | Sell |
124,929
-8,640
| -6% | -$210K | 1.84% | 18 |
|
|
2023
Q3 | $3.07M | Buy |
133,569
+58,384
| +78% | +$1.34M | 2.11% | 13 |
|
|
2023
Q2 | $1.8M | Buy |
75,185
+24,001
| +47% | +$574K | 1.2% | 24 |
|
|
2023
Q1 | $1.22M | Buy |
51,184
+37,880
| +285% | +$906K | 0.86% | 29 |
|
|
2022
Q4 | $311K | Sell |
13,304
-78,322
| -85% | -$1.83M | 0.22% | 64 |
|
|
2022
Q3 | $2.08M | Buy |
91,626
+11,370
| +14% | +$259K | 1.59% | 16 |
|
|
2022
Q2 | $1.9M | Buy |
+80,256
| New | +$1.9M | 1.36% | 19 |
|