Curi RMB Capital’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $167K | Sell |
|
|||||
|
2020
Q1 | $248K | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $266K | Sell |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $689K | Sell |
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|
2018
Q3 | $920K | Buy |
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|
2018
Q2 | $742K | Buy |
|
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|
2018
Q1 | $129K | Buy |
|
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|
2017
Q4 | – | Sell |
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|||||
|
2017
Q3 | $194K | Sell |
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|
2017
Q2 | $302K | Buy |
|
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $406K | Buy |
|