IFP Advisors’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$12.7K | – | 3153 |
|
|
2023
Q3 | $12.7K | Buy |
+2,000
| New | +$12.7K | ﹤0.01% | 2158 |
|
|
2017
Q4 | – | Sell |
-5,422
| Closed | -$39K | – | 3848 |
|
|
2017
Q3 | $39K | Hold |
5,422
| – | – | ﹤0.01% | 2128 |
|
|
2017
Q2 | $39K | Hold |
5,422
| – | – | ﹤0.01% | 2117 |
|
|
2017
Q1 | $38K | Buy |
+5,422
| New | +$38K | ﹤0.01% | 2063 |
|
|
2016
Q3 | – | Sell |
-1,842
| Closed | -$13K | – | 3925 |
|
|
2016
Q2 | $13K | Buy |
+1,842
| New | +$13K | ﹤0.01% | 2605 |
|
|
2016
Q1 | – | Sell |
-175
| Closed | -$1K | – | 2742 |
|
|
2015
Q4 | $1K | Buy |
+175
| New | +$1K | ﹤0.01% | 3498 |
|