Visionary Wealth Advisors’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 | – | Sell |
-20,991
| Closed | -$513K | – | 577 |
|
|
2025
Q1 | $513K | Buy |
20,991
+183
| +0.9% | +$4.47K | 0.03% | 343 |
|
|
2024
Q4 | $508K | Buy |
20,808
+220
| +1% | +$5.38K | 0.03% | 352 |
|
|
2024
Q3 | $515K | Buy |
20,588
+1,638
| +9% | +$41K | 0.03% | 340 |
|
|
2024
Q2 | $462K | Buy |
18,950
+1,845
| +11% | +$45K | 0.03% | 340 |
|
|
2024
Q1 | $420K | Sell |
17,105
-1,551
| -8% | -$38K | 0.03% | 353 |
|
|
2023
Q4 | $453K | Sell |
18,656
-268
| -1% | -$6.5K | 0.03% | 330 |
|
|
2023
Q3 | $434K | Buy |
18,924
+217
| +1% | +$4.98K | 0.04% | 321 |
|
|
2023
Q2 | $447K | Buy |
18,707
+637
| +4% | +$15.2K | 0.04% | 308 |
|
|
2023
Q1 | $432K | Buy |
+18,070
| New | +$432K | 0.04% | 297 |
|