Waverly Advisors’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 | $131K | Sell |
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|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $190K | Buy |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $116K | Buy |
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