FNY Investment Advisers’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
Q3 | – | Sell |
-10,000
| Closed | -$82K | – | 728 |
|
|
2021
Q2 | $82K | Buy |
+10,000
| New | +$82K | 0.03% | 306 |
|
|
2021
Q1 | – | Sell |
-6,748
| Closed | -$50K | – | 806 |
|
|
2020
Q4 | $50K | Buy |
+6,748
| New | +$50K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-12,428
| Closed | -$96K | – | 530 |
|
|
2019
Q4 | $96K | Buy |
12,428
+2,595
| +26% | +$20K | 0.03% | 362 |
|
|
2019
Q3 | $74K | Buy |
+9,833
| New | +$74K | 0.02% | 349 |
|
|
2019
Q2 | – | Sell |
-37,800
| Closed | -$266K | – | 956 |
|
|
2019
Q1 | $266K | Buy |
+37,800
| New | +$266K | 0.09% | 134 |
|