Partnervest Advisory Services’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,229
| Closed | -$9K | – | 381 |
|
|
2014
Q2 | $9K | Buy |
1,229
+20
| +2% | +$146 | ﹤0.01% | 695 |
|
|
2014
Q1 | $9K | Buy |
1,209
+19
| +2% | +$141 | ﹤0.01% | 668 |
|
|
2013
Q4 | $8K | Buy |
1,190
+20
| +2% | +$134 | ﹤0.01% | 677 |
|
|
2013
Q3 | $8K | Sell |
1,170
-275
| -19% | -$1.88K | ﹤0.01% | 688 |
|
|
2013
Q2 | $10K | Buy |
+1,445
| New | +$10K | ﹤0.01% | 599 |
|