Waverly Advisors’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
Q2 | $141K | Sell |
22,035
-913
| -4% | -$5.86K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $148K | Sell |
22,948
-5,773
| -20% | -$37.3K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $190K | Buy |
28,721
+9,966
| +53% | +$66.1K | ﹤0.01% | 938 |
|
|
2024
Q3 | $125K | Hold |
18,755
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $119K | Hold |
18,755
| – | – | ﹤0.01% | 790 |
|
|
2024
Q1 | $118K | Hold |
18,755
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $117K | Hold |
18,755
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $114K | Hold |
18,755
| – | – | 0.01% | 399 |
|
|
2023
Q2 | $116K | Hold |
18,755
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $116K | Buy |
+18,755
| New | +$116K | 0.01% | 291 |
|