First Manhattan’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 |
-20,500
| Closed | -$153K | – | 1495 |
|
|
2020
Q4 | $153K | Hold |
20,500
| – | – | ﹤0.01% | 716 |
|
|
2020
Q3 | $139K | Sell |
20,500
-3,200
| -14% | -$21.7K | ﹤0.01% | 703 |
|
|
2020
Q2 | $157K | Sell |
23,700
-5,000
| -17% | -$33.1K | ﹤0.01% | 692 |
|
|
2020
Q1 | $175K | Hold |
28,700
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $223K | Hold |
28,700
| – | – | ﹤0.01% | 675 |
|
|
2019
Q3 | $216K | Hold |
28,700
| – | – | ﹤0.01% | 679 |
|
|
2019
Q2 | $210K | Buy |
+28,700
| New | +$210K | ﹤0.01% | 695 |
|