Carson Wealth (CWM LLC)’s Franklin Universal Trust FT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,693	Closed	-$18K	–	4138
2022 Q4	$18K	Buy	+2,693	New	+$18K	﹤0.01%	2443
2022 Q3	–	Sell	-6,676	Closed	-$50K	–	3978
2022 Q2	$50K	Buy	+6,676	New	+$50K	﹤0.01%	1630