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FT

Avantax Planning Partners’s Franklin Universal Trust FT Stock Holding History

Avantax Planning Partners’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,550
Closed -$17K – 611
2018
Q3 		$17K Buy
+2,550
New +$17K ﹤0.01% 741
2018
Q2 		– Sell
-2,550
Closed -$17K – 668
2018
Q1 		$17K Buy
+2,550
New +$17K ﹤0.01% 836