D.A. Davidson & Co’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-415
| Closed | -$2K | – | 1420 |
|
|
2017
Q2 | $2K | Hold |
415
| – | – | ﹤0.01% | 2290 |
|
|
2017
Q1 | $2K | Hold |
415
| – | – | ﹤0.01% | 2261 |
|
|
2016
Q4 | $2K | Hold |
415
| – | – | ﹤0.01% | 2353 |
|
|
2016
Q3 | $2K | Hold |
415
| – | – | ﹤0.01% | 2296 |
|
|
2016
Q2 | $2K | Buy |
+415
| New | +$2K | ﹤0.01% | 2241 |
|
|
2015
Q3 | – | Sell |
-2,898
| Closed | -$18K | – | 2215 |
|
|
2015
Q2 | $18K | Buy |
+2,898
| New | +$18K | ﹤0.01% | 1731 |
|