DWM
FT

Doyle Wealth Management’s Franklin Universal Trust FT Stock Holding History

Doyle Wealth Management’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-473
Closed -$3K – 388
2019
Q2 		$3K Buy
+473
New +$3K ﹤0.01% 768