Matisse Capital’s Franklin Universal Trust FT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$87K Sell
2019
Q3
$97K Sell
2019
Q2
$108K Hold
2019
Q1
$103K Buy
2018
Q4
$81K Hold
2018
Q3
$84K Sell
2018
Q2
$126K Sell
2018
Q1
$276K Sell
2017
Q4
$559K Sell
2017
Q3
$872K Buy
2017
Q2
$802K Sell
2017
Q1
$848K Buy
2016
Q4
$708K Buy