Prestige Wealth Management Group’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	-650	Closed	-$4.32K	–	1008
2024 Q1	$4.32K	Hold	650	–	–	﹤0.01%	604
2023 Q4	$4.32K	Hold	650	–	–	﹤0.01%	609
2023 Q3	$4.13K	Hold	650	–	–	﹤0.01%	607
2023 Q2	$4.38K	Hold	650	–	–	﹤0.01%	618
2023 Q1	$4.64K	Hold	650	–	–	﹤0.01%	589
2022 Q4	$4.37K	Hold	650	–	–	﹤0.01%	646
2022 Q3	$4K	Hold	650	–	–	﹤0.01%	593
2022 Q2	$5K	Hold	650	–	–	﹤0.01%	578
2022 Q1	$5K	Hold	650	–	–	﹤0.01%	609
2021 Q4	$5K	Hold	650	–	–	﹤0.01%	636
2021 Q3	$5K	Hold	650	–	–	﹤0.01%	631
2021 Q2	$5K	Hold	650	–	–	﹤0.01%	619
2021 Q1	$5K	Hold	650	–	–	﹤0.01%	612
2020 Q4	$5K	Hold	650	–	–	﹤0.01%	579
2020 Q3	$4K	Hold	650	–	–	﹤0.01%	568
2020 Q2	$4K	Hold	650	–	–	﹤0.01%	553
2020 Q1	$4K	Hold	650	–	–	﹤0.01%	525
2019 Q4	$5K	Hold	650	–	–	﹤0.01%	423
2019 Q3	$5K	Hold	650	–	–	﹤0.01%	416
2019 Q2	$5K	Hold	650	–	–	﹤0.01%	401
2019 Q1	$5K	Hold	650	–	–	﹤0.01%	404
2018 Q4	$4K	Buy	+650	New	+$4K	﹤0.01%	644