Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-983
| Closed | -$6.16K | – | 2280 |
|
|
2024
Q1 | $6.16K | Hold |
983
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q4 | $6.08K | Hold |
983
| – | – | ﹤0.01% | 1907 |
|
|
2023
Q3 | $5.99K | Hold |
983
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q2 | $6.08K | Hold |
983
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q1 | $6.08K | Buy |
+983
| New | +$6.08K | ﹤0.01% | 1988 |
|
|
2022
Q3 | – | Sell |
-983
| Closed | -$7K | – | 2327 |
|
|
2022
Q2 | $7K | Sell |
983
-983
| -50% | -$7K | ﹤0.01% | 2021 |
|
|
2022
Q1 | $15K | Hold |
1,966
| – | – | ﹤0.01% | 1897 |
|
|
2021
Q4 | $18K | Hold |
1,966
| – | – | ﹤0.01% | 2154 |
|
|
2021
Q3 | $18K | Hold |
1,966
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q2 | $18K | Hold |
1,966
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q1 | $18K | Buy |
+1,966
| New | +$18K | ﹤0.01% | 2188 |
|