Arkadios Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-246
Closed -$1K 1010
2021
Q3
$1K Sell
246
-1,826
-88% -$7.42K ﹤0.01% 1800
2021
Q2
$17K Buy
2,072
+1,664
+408% +$13.7K ﹤0.01% 1351
2021
Q1
$3K Sell
408
-167
-29% -$1.23K ﹤0.01% 1463
2020
Q4
$4K Buy
+575
New +$4K ﹤0.01% 1150