Dynamic Advisor Solutions’s Franklin Universal Trust FT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-35,974
Closed -$263K 526
2019
Q2
$263K Buy
35,974
+5,475
+18% +$40K 0.04% 386
2019
Q1
$215K Buy
+30,499
New +$215K 0.04% 363