WMA
Wealth Management Associates’s Franklin Senior Loan ETF FLBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
42,695
-5,230
| -11% | -$127K | 0.4% | 56 |
|
|
2025
Q1 | $1.15M | Buy |
+47,925
| New | +$1.15M | 0.49% | 46 |
|
|
2022
Q2 | – | Sell |
-9,426
| Closed | -$233K | – | 183 |
|
|
2022
Q1 | $233K | Sell |
9,426
-1,420
| -13% | -$35K | 0.13% | 174 |
|
|
2021
Q4 | $271K | Buy |
+10,846
| New | +$271K | 0.15% | 160 |
|