Farmers & Merchants Investments Inc’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,000
| Closed | -$30K | – | 729 |
|
|
2015
Q3 | $30K | Hold |
5,000
| – | – | ﹤0.01% | 325 |
|
|
2015
Q2 | $32K | Hold |
5,000
| – | – | ﹤0.01% | 335 |
|
|
2015
Q1 | $36K | Hold |
5,000
| – | – | ﹤0.01% | 323 |
|
|
2014
Q4 | $36K | Hold |
5,000
| – | – | ﹤0.01% | 317 |
|
|
2014
Q3 | $35K | Sell |
5,000
-3,225
| -39% | -$22.6K | ﹤0.01% | 315 |
|
|
2014
Q2 | $62K | Buy |
8,225
+3,225
| +65% | +$24.3K | 0.01% | 265 |
|
|
2014
Q1 | $36K | Hold |
5,000
| – | – | 0.01% | 316 |
|
|
2013
Q4 | $35K | Buy |
+5,000
| New | +$35K | 0.01% | 325 |
|