Mid Atlantic Financial Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $142K | Buy |
17,500
+2,100
| +14% | +$17K | 0.01% | 868 |
|
|
2021
Q2 | $128K | Sell |
15,400
-8,226
| -35% | -$68.4K | 0.01% | 887 |
|
|
2021
Q1 | $177K | Buy |
23,626
+12,226
| +107% | +$91.6K | 0.01% | 784 |
|
|
2020
Q4 | $85K | Buy |
+11,400
| New | +$85K | 0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-11,360
| Closed | -$88K | – | 710 |
|
|
2019
Q4 | $88K | Buy |
+11,360
| New | +$88K | 0.01% | 699 |
|
|
2019
Q3 | – | Sell |
-42,128
| Closed | -$308K | – | 722 |
|
|
2019
Q2 | $308K | Sell |
42,128
-6,783
| -14% | -$49.6K | 0.03% | 510 |
|
|
2019
Q1 | $344K | Sell |
48,911
-11,689
| -19% | -$82.2K | 0.04% | 473 |
|
|
2018
Q4 | $385K | Buy |
+60,600
| New | +$385K | 0.05% | 407 |
|