Steward Partners Investment Advisory’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5K | Hold |
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|
2025
Q2 | $12.6K | Hold |
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|
2025
Q1 | $12.7K | Buy |
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|
2024
Q4 | $6.4K | Buy |
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|
2024
Q3 | $5.77K | Hold |
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|
2024
Q2 | $5.48K | Hold |
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|
2024
Q1 | $5.42K | Hold |
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|
2023
Q4 | $5.38K | Sell |
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|
2023
Q3 | $26.1K | Hold |
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|
2023
Q2 | $26.4K | Sell |
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|
2023
Q1 | $53.1K | Hold |
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|
2022
Q4 | $53.4K | Hold |
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|
2022
Q3 | $53K | Sell |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $81K | Sell |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $37K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $43K | Buy |
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