Prospera Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,690
| Closed | -$126K | – | 1035 |
|
|
2023
Q1 | $126K | Hold |
17,690
| – | – | 0.01% | 924 |
|
|
2022
Q4 | $119K | Buy |
+17,690
| New | +$119K | 0.01% | 866 |
|
|
2022
Q2 | – | Sell |
-26,430
| Closed | -$214K | – | 1972 |
|
|
2022
Q1 | $214K | Hold |
26,430
| – | – | 0.01% | 868 |
|
|
2021
Q4 | $223K | Hold |
26,430
| – | – | 0.01% | 799 |
|
|
2021
Q3 | $214K | Hold |
26,430
| – | – | 0.01% | 750 |
|
|
2021
Q2 | $219K | Hold |
26,430
| – | – | 0.01% | 742 |
|
|
2021
Q1 | $199K | Buy |
+26,430
| New | +$199K | 0.01% | 721 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$7K | – | 991 |
|
|
2020
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 1201 |
|