Envestnet Asset Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-53,286
| Closed | -$399K | – | 3535 |
|
|
2020
Q4 | $399K | Sell |
53,286
-2,528
| -5% | -$18.9K | ﹤0.01% | 2770 |
|
|
2020
Q3 | $381K | Sell |
55,814
-19,215
| -26% | -$131K | ﹤0.01% | 2614 |
|
|
2020
Q2 | $500K | Sell |
75,029
-4,879
| -6% | -$32.5K | ﹤0.01% | 2424 |
|
|
2020
Q1 | $488K | Sell |
79,908
-1,948
| -2% | -$11.9K | ﹤0.01% | 2259 |
|
|
2019
Q4 | $637K | Buy |
+81,856
| New | +$637K | ﹤0.01% | 2301 |
|