Wealth Management Associates’s Franklin Short Duration US Government ETF FTSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,120
| Closed | -$201K | – | 197 |
|
|
2021
Q3 | $201K | Hold |
2,120
| – | – | 0.12% | 186 |
|
|
2021
Q2 | $201K | Hold |
2,120
| – | – | 0.11% | 192 |
|
|
2021
Q1 | $202K | Sell |
2,120
-451
| -18% | -$42.9K | 0.13% | 180 |
|
|
2020
Q4 | $246K | Buy |
2,571
+200
| +8% | +$19.2K | 0.16% | 148 |
|
|
2020
Q3 | $227K | Buy |
+2,371
| New | +$227K | 0.18% | 141 |
|