Breakwater Investment Management’s Franklin Universal Trust FT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-775
Closed -$5.28K 316
2024
Q2
$5.28K Buy
+775
New +$5.28K ﹤0.01% 257