Mercer Global 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
2020
Q2
Sell
-11,771
Closed -$72K 1064
2020
Q1
$72K Buy
+11,771
New +$72K ﹤0.01% 1032
2019
Q4
Sell
-11,613
Closed -$87K 1176
2019
Q3
$87K Sell
11,613
-4,820
-29% -$36.1K ﹤0.01% 1081
2019
Q2
$120K Buy
+16,433
New +$120K ﹤0.01% 1094