WWA
WCG Wealth Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
97,090
+16,484
| +20% | +$895K | 0.34% | 83 |
|
|
2025
Q1 | $4.27M | Buy |
80,606
+67,359
| +508% | +$3.57M | 0.32% | 86 |
|
|
2024
Q4 | $719K | Buy |
+13,247
| New | +$719K | 0.05% | 238 |
|
|
2024
Q2 | – | Sell |
-53,110
| Closed | -$2.84M | – | 289 |
|
|
2024
Q1 | $2.84M | Buy |
53,110
+8,278
| +18% | +$443K | 0.24% | 97 |
|
|
2023
Q4 | $2.16M | Sell |
44,832
-2,222
| -5% | -$107K | 0.16% | 126 |
|
|
2023
Q3 | $2.02M | Buy |
47,054
+27,991
| +147% | +$1.2M | 0.15% | 133 |
|
|
2023
Q2 | $856K | Buy |
+19,063
| New | +$856K | 0.1% | 119 |
|