Harbour Investments’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Hold |
1,640
| – | – | ﹤0.01% | 2454 |
|
|
2025
Q1 | $12.3K | Hold |
1,640
| – | – | ﹤0.01% | 2419 |
|
|
2024
Q4 | $12K | Buy |
+1,640
| New | +$12K | ﹤0.01% | 2362 |
|
|
2021
Q4 | – | Sell |
-206,636
| Closed | -$1.68M | – | 3014 |
|
|
2021
Q3 | $1.68M | Buy |
206,636
+1
| +0% | +$8 | 0.05% | 324 |
|
|
2021
Q2 | $1.71M | Hold |
206,635
| – | – | 0.05% | 321 |
|
|
2021
Q1 | $1.55M | Buy |
+206,635
| New | +$1.55M | 0.06% | 304 |
|