BFEC
FT
Benjamin F. Edwards & Company’s Franklin Universal Trust FT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-158,072
| Closed | -$1.11M | – | 1925 |
|
|
2019
Q1 | $1.11M | Buy |
158,072
+57,906
| +58% | +$408K | 0.1% | 212 |
|
|
2018
Q4 | $636K | Sell |
100,166
-64,058
| -39% | -$407K | 0.07% | 267 |
|
|
2018
Q3 | $1.09M | Buy |
164,224
+4,675
| +3% | +$31.1K | 0.1% | 209 |
|
|
2018
Q2 | $1.07M | Buy |
159,549
+11,557
| +8% | +$77.2K | 0.11% | 206 |
|
|
2018
Q1 | $1M | Buy |
147,992
+22,929
| +18% | +$155K | 0.1% | 208 |
|
|
2017
Q4 | $897K | Buy |
+125,063
| New | +$897K | 0.09% | 220 |
|
|
2014
Q1 | – | Sell |
-495
| Closed | -$3K | – | 918 |
|
|
2013
Q4 | $3K | Buy |
+495
| New | +$3K | ﹤0.01% | 794 |
|