Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $127K | Sell |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $139K | Buy |
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|
2018
Q4 | $77K | Sell |
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|
2018
Q3 | $476K | Sell |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $133K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $93K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $153K | Sell |
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|
2015
Q3 | $189K | Buy |
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|
2015
Q2 | $126K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $316K | Sell |
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|
2014
Q3 | $503K | Sell |
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|
2014
Q2 | $596K | Sell |
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|
2014
Q1 | $871K | Buy |
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|
2013
Q4 | $720K | Buy |
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|
2013
Q3 | $545K | Buy |
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|
2013
Q2 | $347K | Buy |
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