IWA
FT

Inspirion Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

Inspirion Wealth Advisors’s Portfolio FT Stock Details FT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,538
Closed -$74K – 55
2015
Q2 		$74K Hold
11,538
– – 0.05% 55
2015
Q1 		$83K Hold
11,538
– – 0.07% 55
2014
Q4 		$82K Buy
+11,538
New +$82K 0.08% 57