Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80,773
| Closed | -$536K | – | 1417 |
|
|
2024
Q4 | $536K | Buy |
80,773
+4,850
| +6% | +$32.2K | 0.01% | 910 |
|
|
2024
Q3 | $506K | Buy |
+75,923
| New | +$506K | 0.01% | 940 |
|
|
2022
Q4 | – | Sell |
-39,275
| Closed | -$243K | – | 1160 |
|
|
2022
Q3 | $243K | Sell |
39,275
-60,690
| -61% | -$375K | 0.01% | 943 |
|
|
2022
Q2 | $676K | Buy |
99,965
+6,858
| +7% | +$46.4K | 0.02% | 619 |
|
|
2022
Q1 | $706K | Buy |
93,107
+30,899
| +50% | +$234K | 0.02% | 673 |
|
|
2021
Q4 | $565K | Buy |
62,208
+1,000
| +2% | +$9.08K | 0.01% | 762 |
|
|
2021
Q3 | $556K | Buy |
61,208
+1,300
| +2% | +$11.8K | 0.01% | 707 |
|
|
2021
Q2 | $552K | Buy |
59,908
+825
| +1% | +$7.6K | 0.01% | 735 |
|
|
2021
Q1 | $543K | Buy |
59,083
+1,885
| +3% | +$17.3K | 0.02% | 697 |
|
|
2020
Q4 | $539K | Buy |
57,198
+2,450
| +4% | +$23.1K | 0.02% | 653 |
|
|
2020
Q3 | $467K | Hold |
54,748
| – | – | 0.02% | 645 |
|
|
2020
Q2 | $463K | Buy |
54,748
+1,150
| +2% | +$9.73K | 0.02% | 624 |
|
|
2020
Q1 | $421K | Sell |
53,598
-1,535
| -3% | -$12.1K | 0.02% | 578 |
|
|
2019
Q4 | $529K | Buy |
55,133
+5,760
| +12% | +$55.3K | 0.02% | 575 |
|
|
2019
Q3 | $460K | Buy |
49,373
+1,350
| +3% | +$12.6K | 0.02% | 592 |
|
|
2019
Q2 | $462K | Buy |
48,023
+700
| +1% | +$6.73K | 0.02% | 599 |
|
|
2019
Q1 | $456K | Buy |
47,323
+1,725
| +4% | +$16.6K | 0.02% | 579 |
|
|
2018
Q4 | $411K | Buy |
45,598
+7,846
| +21% | +$70.7K | 0.02% | 569 |
|
|
2018
Q3 | $384K | Buy |
37,752
+2,435
| +7% | +$24.8K | 0.02% | 622 |
|
|
2018
Q2 | $386K | Buy |
35,317
+1,550
| +5% | +$16.9K | 0.02% | 648 |
|
|
2018
Q1 | $377K | Buy |
33,767
+29,757
| +742% | +$332K | 0.02% | 646 |
|
|
2017
Q4 | $47K | Buy |
+4,010
| New | +$47K | ﹤0.01% | 1540 |
|