Parallel 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,800
| Closed | -$18.6K | – | 3339 |
|
2024
Q1 | $18.6K | Hold |
2,800
| – | – | ﹤0.01% | 2020 |
|
2023
Q4 | $18.6K | Hold |
2,800
| – | – | ﹤0.01% | 1990 |
|
2023
Q3 | $17.8K | Hold |
2,800
| – | – | ﹤0.01% | 1907 |
|
2023
Q2 | $18.8K | Hold |
2,800
| – | – | ﹤0.01% | 1883 |
|
2023
Q1 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 1833 |
|
2022
Q4 | $18.8K | Hold |
2,800
| – | – | ﹤0.01% | 1733 |
|
2022
Q3 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 1707 |
|
2022
Q2 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 1632 |
|
2022
Q1 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 1649 |
|
2021
Q4 | $24K | Hold |
2,800
| – | – | ﹤0.01% | 1684 |
|
2021
Q3 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 1639 |
|
2021
Q2 | $23K | Hold |
2,800
| – | – | ﹤0.01% | 1585 |
|
2021
Q1 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 1540 |
|
2020
Q4 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 1433 |
|
2020
Q3 | $19K | Hold |
2,800
| – | – | ﹤0.01% | 1443 |
|
2020
Q2 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 1455 |
|
2020
Q1 | $17K | Hold |
2,800
| – | – | ﹤0.01% | 1365 |
|
2019
Q4 | $22K | Hold |
2,800
| – | – | ﹤0.01% | 1350 |
|
2019
Q3 | $21K | Hold |
2,800
| – | – | ﹤0.01% | 1321 |
|
2019
Q2 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 1275 |
|
2019
Q1 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 1214 |
|
2018
Q4 | $17K | Hold |
2,800
| – | – | ﹤0.01% | 1115 |
|
2018
Q3 | $19K | Hold |
2,800
| – | – | ﹤0.01% | 1156 |
|
2018
Q2 | $18K | Hold |
2,800
| – | – | ﹤0.01% | 1090 |
|
2018
Q1 | $19K | Hold |
2,800
| – | – | ﹤0.01% | 1014 |
|
2017
Q4 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 1017 |
|
2017
Q3 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 998 |
|
2017
Q2 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 1009 |
|
2017
Q1 | $20K | Hold |
2,800
| – | – | ﹤0.01% | 956 |
|
2016
Q4 | $19K | Buy |
+2,800
| New | +$19K | ﹤0.01% | 869 |
|