First Allied Advisory Services’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $82K | Sell |
12,080
-30
| -0.2% | -$204 | ﹤0.01% | 1151 |
|
|
2020
Q2 | $81K | Buy |
+12,110
| New | +$81K | ﹤0.01% | 1076 |
|
|
2016
Q3 | – | Sell |
-34,776
| Closed | -$240K | – | 1059 |
|
|
2016
Q2 | $240K | Buy |
34,776
+1,865
| +6% | +$12.9K | 0.01% | 850 |
|
|
2016
Q1 | $206K | Buy |
+32,911
| New | +$206K | 0.01% | 898 |
|
|
2014
Q1 | – | Sell |
-27,685
| Closed | -$193K | – | 1021 |
|
|
2013
Q4 | $193K | Buy |
27,685
+5,000
| +22% | +$34.9K | 0.02% | 834 |
|
|
2013
Q3 | $153K | Hold |
22,685
| – | – | 0.01% | 917 |
|
|
2013
Q2 | $153K | Buy |
+22,685
| New | +$153K | 0.01% | 867 |
|