Sowell Financial Services’s Franklin Income Equity Focus ETF INCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-8,207
| Closed | -$380K | – | 2822 |
|
2021
Q1 | $380K | Sell |
8,207
-2,221
| -21% | -$103K | 0.01% | 752 |
|
2020
Q4 | $441K | Buy |
10,428
+4,576
| +78% | +$194K | 0.02% | 557 |
|
2020
Q3 | $228K | Buy |
5,852
+491
| +9% | +$19.1K | 0.01% | 686 |
|
2020
Q2 | $194K | Sell |
5,361
-1,534
| -22% | -$55.5K | 0.01% | 737 |
|
2020
Q1 | $213K | Buy |
6,895
+3,052
| +79% | +$94.3K | 0.02% | 633 |
|
2019
Q4 | $147K | Buy |
+3,843
| New | +$147K | 0.01% | 801 |
|