Cardan Capital Partners’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,228
| Closed | -$383K | – | 203 |
|
|
2019
Q4 | $383K | Sell |
49,228
-828
| -2% | -$6.44K | 0.05% | 148 |
|
|
2019
Q3 | $377K | Sell |
50,056
-668
| -1% | -$5.03K | 0.05% | 148 |
|
|
2019
Q2 | $371K | Buy |
50,724
+3,929
| +8% | +$28.7K | 0.06% | 138 |
|
|
2019
Q1 | $329K | Buy |
46,795
+22,016
| +89% | +$155K | 0.05% | 143 |
|
|
2018
Q4 | $157K | Buy |
+24,779
| New | +$157K | 0.03% | 164 |
|