Mid Atlantic Financial Management’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
2021
Q3
$142K Buy
2021
Q2
$128K Sell
2021
Q1
$177K Buy
2020
Q4
$85K Buy
2020
Q1
Sell
2019
Q4
$88K Buy
2019
Q3
Sell
2019
Q2
$308K Sell
2019
Q1
$344K Sell
2018
Q4
$385K Buy