Oxbow 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-17,900
| Closed | -$106K | – | 280 |
|
|
2015
Q3 | $106K | Hold |
17,900
| – | – | 0.02% | 250 |
|
|
2015
Q2 | $115K | Hold |
17,900
| – | – | 0.01% | 258 |
|
|
2015
Q1 | $129K | Hold |
17,900
| – | – | 0.02% | 196 |
|
|
2014
Q4 | $127K | Hold |
17,900
| – | – | 0.02% | 203 |
|
|
2014
Q3 | $126K | Hold |
17,900
| – | – | 0.02% | 212 |
|
|
2014
Q2 | $135K | Hold |
17,900
| – | – | 0.02% | 210 |
|
|
2014
Q1 | $129K | Hold |
17,900
| – | – | 0.02% | 211 |
|
|
2013
Q4 | $124K | Buy |
+17,900
| New | +$124K | 0.02% | 219 |
|