Advisor Group’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $237K | Sell |
30,362
-11,688
| -28% | -$91.2K | ﹤0.01% | 2255 |
|
|
2019
Q3 | $317K | Buy |
42,050
+62
| +0.1% | +$467 | ﹤0.01% | 1967 |
|
|
2019
Q2 | $308K | Buy |
41,988
+14,463
| +53% | +$106K | ﹤0.01% | 1973 |
|
|
2019
Q1 | $194K | Buy |
27,525
+319
| +1% | +$2.25K | ﹤0.01% | 2306 |
|
|
2018
Q4 | $173K | Hold |
27,206
| – | – | ﹤0.01% | 2198 |
|
|
2018
Q3 | $180K | Sell |
27,206
-200
| -0.7% | -$1.32K | ﹤0.01% | 2252 |
|
|
2018
Q2 | $183K | Hold |
27,406
| – | – | ﹤0.01% | 2042 |
|
|
2018
Q1 | $186K | Sell |
27,406
-1,200
| -4% | -$8.14K | ﹤0.01% | 2037 |
|
|
2017
Q4 | $205K | Hold |
28,606
| – | – | ﹤0.01% | 1984 |
|
|
2017
Q3 | $209K | Sell |
28,606
-1,170
| -4% | -$8.55K | ﹤0.01% | 1815 |
|
|
2017
Q2 | $213K | Buy |
29,776
+986
| +3% | +$7.05K | ﹤0.01% | 1740 |
|
|
2017
Q1 | $202K | Buy |
28,790
+1,714
| +6% | +$12K | ﹤0.01% | 1652 |
|
|
2016
Q4 | $181K | Buy |
27,076
+1,743
| +7% | +$11.7K | ﹤0.01% | 1624 |
|
|
2016
Q3 | $172K | Buy |
25,333
+1,650
| +7% | +$11.2K | ﹤0.01% | 1635 |
|
|
2016
Q2 | $162K | Buy |
+23,683
| New | +$162K | ﹤0.01% | 1603 |
|