WWM
INCE
WT Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-28,287
| Closed | -$1.32M | – | 132 |
|
|
2021
Q3 | $1.32M | Buy |
28,287
+630
| +2% | +$29.4K | 0.51% | 67 |
|
|
2021
Q2 | $1.3M | Sell |
27,657
-1,296
| -4% | -$60.7K | 0.52% | 61 |
|
|
2021
Q1 | $1.27M | Sell |
28,953
-3,294
| -10% | -$144K | 0.59% | 54 |
|
|
2020
Q4 | $1.36M | Buy |
32,247
+9,380
| +41% | +$397K | 0.74% | 50 |
|
|
2020
Q3 | $889K | Buy |
22,867
+16,637
| +267% | +$647K | 0.59% | 50 |
|
|
2020
Q2 | $225K | Buy |
+6,230
| New | +$225K | 0.18% | 83 |
|